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Statutory Instrument

The Education (Student Support) Regulations 2011

Citation
S.I. 2011/1986
As at
Sections
272
Section 1Citation, commencement and application

(1) These Regulations may be cited as the Education (Student Support) Regulations 2011 and come into force on 1st September 2011.

(2) These Regulations apply in relation to England .

(3) These Regulations (other than regulations 3, 117 and 118) apply in relation to the provision of support to students in relation to an academic year which begins on or after 1st September 2012 whether anything done under these Regulations is done before, on or after 1st September 2012.

Section 2Interpretation : general

(1) In these Regulations—

“ the 1962 Act ” means the Education Act 1962 ;

“ the 1998 Act ” means the Teaching and Higher Education Act 1998;

“ the 2017 Act ” means the Higher Education and Research Act 2017;

“ the 1998 Regulations ” means the Education (Student Support) Regulations 1998 ;

“ the 1999 Regulations ” means the Education (Student Support) Regulations 1999 ;

“ the 2000 Regulations ” means the Education (Student Support) Regulations 2000 ;

“ the 2001 Regulations ” means the Education (Student Support) Regulations 2001 ;

“ the 2002 Regulations ” means the Education (Student Support) Regulations 2002 ;

“ the 2003 Regulations ” means the Education (Student Support) (No. 2) Regulations 2002 as amended only by the Education (Student Support) (No. 2) Regulations 2002 (Amendment) Regulations 2003 and the Education (Student Fees and Support) (Switzerland) Regulations 2003 ;

“ the 2004 Regulations ” means the 2003 Regulations as amended by the Education (Student Support) (No. 2) Regulations 2002 (Amendment) Regulations 2004 , the Education (Student Support) (No. 2) Regulations 2002 (Amendment) (No. 2) Regulations 2004 , the Education (Student Support) (No. 2) Regulations 2002 (Amendment) (No. 3) Regulations 2004 , the Education (Student Support) (No. 2) Regulations 2002 (Amendment) (No. 4) Regulations 2004 , the Education (Student Support) (No. 2) Regulations 2002 (Amendment) Regulations 2005 , the Education (Student Support) (Amendment) Regulations 2005 and the Education (Student Support) (Amendment) (No. 2) Regulations 2005 ;

“ the 2005 Regulations ” means the Education (Student Support) Regulations 2005 ;

“ the 2006 Regulations ” means the Education (Student Support) Regulations 2006 ;

“ the 2007 Regulations ” means the Education (Student Support) Regulations 2007 ;

“ the 2008 Regulations ” means the Education (Student Support) Regulations 2008 ;

“ the 2008 (No.2) Regulations ” means the Education (Student Support) (No.2) Regulations 2008 ;

“ the 2009 Regulations ” means the Education (Student Support) Regulations 2009 ;

“ the 2020 Citizens’ Rights Regulations ” means the Citizens’ Rights (Application Deadline and Temporary Protection) (EU Exit) Regulations 2020;

...

“ 2009 cohort student ” means a current system student who—

begins the current course on or after 1st September 2009 and before 1st September 2012 ...;

transfers to the current course pursuant to regulation 7 on or after 1st September 2012 from a course beginning on or after 1st September 2009 and before 1st September 2012; or

begins an end-on course on or after 1st September 2012 immediately after ceasing to attend a course that begins on or after 1st September 2009 and before 1st September 2012,

and to whom one of the following sub-paragraphs applies—

the student has not previously undertaken any course which began before 1st September 2008 and which is a previous course; or

...

the course leads to qualification as a social worker, medical doctor, dentist, veterinary surgeon or architect;

“ 2012 cohort student ” means a current system student who—

begins the current course on or after 1st September 2012 and before 1st August 2016 and is not a ... 2009 or 2016 cohort student;

transfers to the current course pursuant to regulation 7 on or after 1st August 2016 from a course that—

is not a distance learning course; and

begins on or after 1st September 2012 and before 1st August 2016; or

begins an end-on course on or after 1st August 2016 immediately after ceasing to attend a course that begins on or after 1st September 2012 and before 1st August 2016;

“ 2016 cohort student ” means a current system student who—

begins the current course on or after 1st August 2016;

is not a ... 2009 or 2012 cohort student;

has not transferred to the current course pursuant to regulation 7 from a course that—

is not a distance learning course; and

began before 1st August 2016; and

is not beginning an end-on course on or after 1st August 2016;

“ academic authority ” means, in relation to an institution, the governing body or other body having the functions of a governing body and includes a person acting with the authority of that body;

“ academic year ” means the period of twelve months beginning on 1st January, 1st April, 1st July or 1st September of the calendar year in which the academic year of the course in question begins according to whether that academic year begins on or after 1st January and before 1st April, on or after 1st April and before 1st July, on or after 1st July and before 1st August or on or after 1st August and on or before 31st December, respectively;

“ Academy ” means a school to which Academy arrangements under section 1 of the Academies Act 2010 relate;

“ accelerated course ” means—

where the course begins before 1st August 2019, a course which persons undertaking it are normally required by the institution providing it to attend (whether at premises of the institution or elsewhere) for a period of at least 40 weeks in the final year, being a course of two academic years’ duration; or

where the course begins on or after 1st August 2019, a higher education course as defined in section 83(1) of the 2017 Act where the number of academic years applicable to the course is at least one fewer than would normally be the case for that course or a course of equivalent content leading to the grant of the same or an equivalent academic award;

“ accredited institution ” means an institution accredited by the Secretary of State under regulation 11 of the Education (School Teachers’ Qualifications) (England) Regulations 2003;

“ allied health profession subject ” means chiropody, dental profession subject, dietetics, dietetics and nutrition, occupational therapy, orthoptics, orthotics and prosthetics, physiotherapy, podiatry, radiography, radiotherapy, and speech and language therapy;

“ approved HTQ ” means an approved technical education qualification (within the meaning of Chapter A1 of Part 1 of the Apprenticeships, Skills, Learning and Children Act 2009 (see section A12(1) of that Act)) which is—

included in the list of qualifications maintained by the Secretary of State in accordance with section A2HA of the Apprenticeships, Skills, Learning and Children Act 2009 (list of technical education qualifications); and

at level 4 or 5—

on the Framework for Higher Education Qualifications of UK-Degree Awarding Bodies, as amended from time to time; or

as described in the Ofqual Handbook: General Conditions of Recognition, as amended from time to time;

“ approved provider ” and “approved (fee cap) provider” mean English higher education providers registered in the approved and approved (fee cap) parts of the register respectively;

“ authority-funded ” means—

...

in relation to educational institutions in Wales, maintained or assisted by recurrent grants from the Higher Education Funding Council for Wales before 1 st August 2024 or the Commission for Tertiary Education and Research on or after 1 st August ;

in relation to educational institutions in Scotland, maintained or assisted by recurrent grants from the Scottish Funding Council; and

in relation to educational institutions in Northern Ireland, maintained or assisted by recurrent grants from the Department for Employment and Learning in Northern Ireland or the Department for Agriculture and Rural Development in Northern Ireland.

“ borrower ” means a person to whom a loan has been made;

“bursary year” means an academic year of a course in relation to which the student is—

eligible to apply for a healthcare bursary the amount of which is calculated by reference to income whether or not the calculation results in a nil amount;

eligible to apply for a Scottish healthcare allowance the amount of which is calculated by reference to income whether or not the calculation results in a nil amount; or

eligible for a healthcare tuition payment;

...

“ compressed degree course ” means a course which begins before 1st August 2019 and which is determined in accordance with paragraph (2) to be a compressed degree course;

“ compressed degree student ” means an eligible student who—

is undertaking a compressed degree course in the United Kingdom (the “course”);

began the course before 1st August 2019; and

either—

is required to be in attendance on the course for part of the academic year for which the student is applying for support; or

is a disabled student who is not required to be in attendance on the course because the student is unable to attend for a reason which relates to that student's disability;

“ contribution ” means an eligible student's contribution calculated pursuant to regulation 99 and Schedule 4;

“ course designation event ” has the meaning given in regulation 2A(5);

“ course for the initial training of teachers ” has the meaning given in paragraph (1ZA);

“ the course start date ” means the day on which the first term of the first academic year of a course actually begins;

“ current course ” means the designated course in respect of which a person is applying for support;

...

“ current part-time course ” means the designated part-time course in respect of which a person is applying for support;

“ current postgraduate course ” means the designated postgraduate course in respect of which a person is applying for support;

“ current system student ” means an eligible student who—

...

either—

began attending the current course on or after 1st September 2006 and is continuing on that course after 31st August 2012; or

begins attending the current course on or after 1st September 2012; or

begins undertaking the current course on or after 1st September 2012;

“ dental profession subject ” means dental hygiene, dental therapy and dental hygiene and dental therapy;

“ designated course ” means a course designated by regulation 5 or by the Secretary of State under regulation 5;

...

“ designated part-time course ” means a course designated by regulation 139 or by the Secretary of State under regulation 139;

“ designated postgraduate course ” means a course designated by regulation 161 or by the Secretary of State under regulation 161;

“ Directive 2004/38 ” means Directive 2004/38 of the European Parliament and of the Council of 29th April 2004 on the rights of citizens of the Union and their family members to move and reside freely in the territory of the Member States;

“disability” has the meaning given in section 6 of the Equality Act 2010;

“disabled distance learning students' allowance” means the grant payable under regulation 127;

“disabled part-time students' allowance” means the grant payable under regulation 147;

“disabled students' allowance” means the grant payable under regulation 40;

“ distance learning course ” means a course on which a student undertaking the course is not required to be in attendance by the institution providing the course, where “required to be in attendance” is not satisfied by a requirement imposed by the institution to attend any institution—

for the purposes of registration or enrolment or any examination;

on a weekend or during any vacation; or

on an occasional basis during the week;

“ electronic signature ” is so much of anything in electronic form as—

is incorporated into or otherwise logically associated with any electronic communication or electronic data; and

purports to be so incorporated or associated for the purpose of being used in establishing the authenticity of the communication or data, the integrity of the communication or data, or both;

...

“ eligible part-time student ” has the meaning given in regulation 137;

“ eligible postgraduate student ” has the meaning given in regulation 159;

“ eligible prisoner ” means a prisoner—

who begins the current course or current part-time course on or after 1st September 2012;

who is serving a sentence of imprisonment in the United Kingdom;

has been authorised by the prison Governor or Director or other appropriate authority to study the current course or current part-time course;

whose earliest release date is within 6 years of the first day of the first academic year of the current course or current part-time course;

who has not transferred to the current course or current part-time course under regulation 7 or 139A from a course beginning before 1st September 2012; and

is not beginning an end-on course on or after 1st September 2012;

“ eligible student ” has the meaning given in paragraph (3);

“ employment-based teacher training scheme ” means—

a scheme established by the Secretary of State whereby a person may undertake initial teacher training in order to obtain qualified teacher status while being employed to teach at a school or other educational institution except a pupil referral unit; or

a scheme established by the National Assembly for Wales or the Welsh Ministers whereby persons who are or who have been employed in a school or other educational institution except a pupil referral unit may become qualified teachers;

“ end-on course ” means—

a full-time first degree course (other than a first degree course for the initial training of teachers) beginning before 1st September 2009 which, disregarding any intervening vacation, a student begins immediately after ceasing to attend a full-time course mentioned in paragraph 2 or 3 of Schedule 2 for which the student received or was entitled to receive ... a loan under the 1998 Regulations or support under the 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008 or 2008 (No.2) Regulations;

a full-time honours degree course beginning on or after 1st September 2006 but before 1st September 2009 which, disregarding any intervening vacation, a student begins immediately after ceasing to attend a full-time foundation degree course and for which the student received or was entitled to receive ... a loan under the 1998 Regulations or support under the 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008 or 2008 (No.2) Regulations;

...

a full-time first degree course beginning on or after 1st September 2009, but before 1st September 2012 (other than a first degree course for the initial training of teachers) which, disregarding any intervening vacation, a student begins immediately after ceasing to attend a full-time higher education course or to undertake a part-time higher education course ... mentioned in paragraph 2, 3 or 4 of Schedule 2 or a foundation degree course having achieved a qualification;

a full-time honours degree course beginning on or after 1st September 2012 , but before 1st August 2016 which, disregarding any intervening vacation, a student begins to attend immediately after ceasing to attend a full-time course mentioned in paragraph 2, 3 or 4 of Schedule 2 or a full-time foundation or ordinary degree course, which started before 1st September 2012, having achieved a qualification;

a full-time distance learning honours degree course beginning on or after 1st September 2012 which, disregarding any intervening vacation, a student begins immediately after ceasing to undertake ... a distance learning foundation or ordinary degree course, which started before 1st September 2012, having achieved a qualification;

...

a full-time honours degree course beginning on or after 1st August 2016 which, disregarding any intervening vacation, a student begins to attend immediately after ceasing to attend a full-time course mentioned in paragraph 2, 3 or 4 of Schedule 2 that is not a distance learning course or a full-time foundation or ordinary degree course that is not a distance learning course, which started before 1st August 2016, having achieved a qualification;

“English higher education provider” has the meaning given by section 83(1) of the 2017 Act;

“ equivalent or lower qualification ” means a qualification determined in accordance with paragraph (5) to be an equivalent or lower qualification;

“Erasmus year” means an academic year of a course where a student is participating in the action scheme of the EU for the mobility of university students known as ERASMUS or in the scheme established by the Secretary of State for Education known as the Turing scheme, the student’s course is a course referred to in regulation 5(1)(d) or 139(1)(d) and―

...

where the course ... is provided by an institution in Northern Ireland ..., all the periods of study or work placement during the academic year are attended at an institution or workplace outside the United Kingdom (as the case may be); or

where the course ... is provided by an institution in England , Scotland or Wales ―

at least one period of study or work placement is attended at an institution or workplace outside the United Kingdom (as the case may be); and

either—

in respect of that academic year the aggregate of any one or more periods of full-time study at the institution in the United Kingdom is less than 10 weeks; or

in respect of that academic year and any previous academic years of the course the aggregate of any one or more periods of attendance which are not periods of full-time study at the institution in the United Kingdom (disregarding intervening vacations) exceeds 30 weeks.

“ EU national ” means a national of a Member State of the EU;

...

“ fee loan ” means a loan for fees made to a current system student pursuant to regulations made by the Secretary of State under section 22 of the 1998 Act;

“ fees ” has the meaning given in section 85(2) of the 2017 Act ...;

...

...

“ former Metropolitan Police District ” means—

Greater London, excluding the City of London, the Inner Temple and the Middle Temple;

in the county of Essex, in the district of Epping Forest— the area of the former urban district of Chigwell, the parish of Waltham Abbey;

in the county of Hertfordshire— in the borough of Broxbourne, the area of the former urban district of Cheshunt, the district of Hertsmere, in the district of Welwyn Hatfield, the parish of Northaw; and

in the county of Surrey— in the borough of Elmbridge, the area of the former urban district of Esher, the boroughs of Epsom and Ewell and Spelthorne, in the district of Reigate and Banstead, the area of the former urban district of Banstead;

“ full-time equivalent ” means a full-time course leading to the same qualification as the part-time course in question;

...

...

“ graduate entry accelerated programme ” means a course—

the standard of which is not higher than a first degree which leads to a qualification as a medical doctor or dentist;

where a first degree or equivalent qualification would normally be required for entry to the course;

which begins on or after 1st September 2012; and

the duration of the course does not exceed 4 years;

“ graduate entry veterinary course ” means a course—

the standard of which is not higher than a first degree which leads to qualification as a veterinary surgeon, and

where a first degree or equivalent qualification would normally be required for entry to the course;

“ grant for living and other costs ” means a grant payable under Part 5;

“healthcare bursary” means a bursary or award of similar description under—

section 63 of the Health Services and Public Health Act 1968 made in respect of—

a course provided by an institution in England beginning before 1st August 2017;

a course provided by an institution in England beginning on or after 1st August 2017, where that course leads to qualification as a paramedic, medical doctor or dentist;

a course provided by an institution in Scotland or Northern Ireland, where that course leads to qualification as a medical doctor or dentist;

a course provided by an institution in Wales; or

article 44 of the Health and Personal Social Services (Northern Ireland) Order 1972;

“ healthcare tuition payment ” means a payment for tuition in connection with the NHS Bursary Scheme in England, established pursuant to section 63 of the Health Services and Public Health Act 1968, in respect of a course beginning on or after 1st August 2017, except where that course leads to qualification as a medical doctor or dentist;

“ high level quality rating ” has the meaning given by paragraph 2(3) of Schedule 2 to the 2017 Act;

“ higher education bursary ” means an amount paid by a local authority in England under section 23C(5A) of the Children Act 1989 ;

“ higher education course ” means a course referred to in Schedule 2 or a postgraduate or other course the standard of which is higher than the standard of a first degree course;

“ household income ” has the meaning given in Schedule 4 , and, for the purposes of Part 11B, has the meaning given in Schedule 6 ;

“ immigration rules ” has the meaning given in section 33(1) of the Immigration Act 1971;

“ information ” includes documents;

“ Institute ” means the University of London Institute in Paris;

“institution” in relation to England includes an English higher education provider;

“ intensive course ” means an accelerated course or a compressed degree course;

“ in-year qualifying event ” has the meaning given in regulation 2A(2);

“ Islands ” means the Channel Islands and the Isle of Man;

“ loan ”, except where otherwise indicated, means a loan pursuant to regulations made by the Secretary of State under section 22 of the 1998 Act, including the interest accrued on the loan and any penalties or charges incurred in connection with it;

“ loan for living costs ” means a loan for living costs pursuant to regulations made by the Secretary of State under section 22 of the 1998 Act;

“ long courses loan ” means a long courses loan pursuant to regulation 81;

“ lower-fee foundation year ” has the meaning given in paragraph (16);

“ maintained school ” means a community, foundation or voluntary school, a community or foundation special school or a maintained nursery school;

“ non-regulated institution ” means an institution in Wales that does not have a fee and access plan in force approved by the Higher Education Funding Council for Wales under section 7 of the Higher Education (Wales) Act 2015;

“ Northern Irish designated full-time course ” has the meaning given in paragraph (14);

“ Northern Irish designated part-time course ” has the meaning given in paragraph (14);

“ Northern Irish designated postgraduate course ” has the meaning given in paragraph (14);

“ OfS ” means the Office for Students, as established by section 1(1) of the 2017 Act;

...

...

...

“ ordinary duration ” means ... the number of academic years that a standard student would take to complete the ... course excluding any academic years of the course that are —

bursary years;

Erasmus years of a course provided by an institution in Northern Ireland ...; or

Erasmus years of a course provided by an institution in England , Scotland or Wales where the course began before 1st September 2012 ;

Erasmus years of a course provided by an institution in Scotland where the course began on or after 1st September 2012 and where the Erasmus year begins before 1st August 2017;

“ part-time course designation event ” has the meaning given in regulation 2A(6);

“ period of eligibility ” has the meaning given respectively in regulation 6 in relation to an eligible student, ... in regulation 140 in relation to an eligible part-time student and in regulation 162 in relation to an eligible postgraduate student;

“ periods of work experience ” means—

periods of industrial, professional or commercial experience associated with full-time study at an institution, but at a place outside that institution;

periods during which a student is employed and residing in a country whose language is one that the student is studying for that student's course (provided that the period of residence in that country is a requirement of that student's course and the study of one or more modern languages accounts for not less than one half of the total time spent studying on the course);

“ person granted Calais leave ” means a person who—

has extant leave to remain in the United Kingdom under paragraph 352J, 352K, 352L or 352T (Calais leave and “leave in line” granted by virtue of being a dependent child of a person granted Calais leave) of the immigration rules, ...; and

has been ordinarily resident in the United Kingdom and Islands since the person was granted such leave to remain ;

“ person granted humanitarian protection ” means a person—

who, on the grounds of humanitarian protection, has been granted leave to remain under the immigration rules ...;

whose leave to remain is extant, or in respect of whose leave to remain an appeal is pending (within section 104 of the Nationality, Immigration and Asylum Act 2002 ); and

who has been ordinarily resident in the United Kingdom and Islands throughout the period since the person was granted such leave to remain

“ person granted indefinite leave to enter or remain as a bereaved partner” means a person—

granted indefinite leave to enter or remain in the United Kingdom ... ...—

under paragraph BP 11.1 of Appendix Bereaved Partner of the immigration rules ; ...

where such leave was granted before the coming into force of Appendix Bereaved Partner , under any of the following provisions of the immigration rules —

paragraph 288, as a person in relation to whom the requirements in paragraph 287(b) of those rules were met (bereaved partners);

paragraph 295N, as a person in relation to whom the requirements in paragraph 295M of those rules were met (bereaved partners);

paragraph D-BPILR.1.1 of Appendix FM (bereaved partners); or

paragraph 36 of Appendix Armed Forces (bereaved partner of a member of HM Forces);

under paragraph AF (GHK) 14.1 of Appendix GHK of the immigration rules, as a bereaved partner; or

where such leave was granted prior to 5th October 2023, outside the immigration rules, on the basis that the person was a bereaved partner of a Gurkha discharged before 1st July 1997; and

who has been ordinarily resident in the United Kingdom and Islands since the person was granted such leave;

“person granted indefinite leave to enter or remain as a victim of domestic violence or domestic abuse” means a person—

granted indefinite leave to enter or remain in the United Kingdom under any of the following provisions of the immigration rules ...—

paragraph VDA 9.1 of the Appendix Victim of Domestic Abuse; or

where such leave was granted before the coming into force of the Appendix Victim of Domestic Abuse, paragraph 289B (victims of domestic violence), paragraph D-DVILR.1.1. of Appendix FM (victims of domestic abuse) or paragraph 40 of Appendix Armed Forces (victims of domestic violence: partners of members of the armed forces);

who has been ordinarily resident in the United Kingdom and Islands since the person was granted such leave;

“ person granted leave under one of the Afghan Schemes ” means a person granted leave under the Afghan Citizens Resettlement Scheme or a person granted leave under the Afghan Relocations and Assistance Policy Scheme;

“ person granted leave under one of the Ukraine Schemes ” means a person granted leave under the Homes for Ukraine Sponsorship Scheme, a person granted leave under the Ukraine Extension Scheme , a person granted leave under the Ukraine Permission Extension Scheme or a person granted leave under the Ukraine Family Scheme;

“ person granted leave under the Afghan Citizens Resettlement Scheme ” means a person—

who has indefinite leave to enter or remain in the United Kingdom, outside the immigration rules, on the basis of the Afghan Citizens Resettlement Scheme; and

indefinite leave to enter or remain in the United Kingdom, outside the immigration rules ..., on the basis of the Afghan Citizens Resettlement Scheme; and

... and

who has been ordinarily resident in the United Kingdom and Islands throughout the period since the person was granted such leave;

“ person granted leave under the Afghan Relocations and Assistance Policy Scheme ” means a person—

who has —

indefinite leave to enter the United Kingdom under paragraph 276BA2, or has indefinite leave to remain under paragraph 276BS2 of the immigration rules , having been relocated to the United Kingdom pursuant to paragraph 276BB1(iii)(a) of the immigration rules ;

indefinite leave to enter or indefinite leave to remain in the United Kingdom under paragraph ARAP 6.1 of Appendix Afghan Relocation and Assistance Policy of the immigration rules;

leave to enter the United Kingdom on the basis of the Afghan Relocations and Assistance Policy Scheme; or

indefinite leave to enter or remain in the United Kingdom, outside those rules, on the basis of the Afghan Relocations and Assistance Policy Scheme; and

...

who has been ordinarily resident in the United Kingdom and Islands throughout the period since the person was granted such leave;

“ person granted leave under the Homes for Ukraine Sponsorship Scheme ” means a person—

who has leave to enter or remain in the United Kingdom—

under paragraph UKR 19.1 of Appendix Ukraine Scheme of the immigration rules ; or

outside the immigration rules where the person—

was residing in Ukraine immediately before 1st January 2022; and

left Ukraine in connection with the Russian invasion which took place on 24th February 2022; and

who has been ordinarily resident in the United Kingdom and Islands throughout the period since the person was granted such leave;

“ person granted leave under the Ukraine Extension Scheme ” means a person—

who has leave to remain in the United Kingdom under paragraph UKR 27.1 of Appendix Ukraine Scheme of the immigration rules ...; and

who has been ordinarily resident in the United Kingdom and Islands throughout the period since the person was granted such leave;

“ person granted leave under the Ukraine Family Scheme ” means a person—

who has leave to enter or remain in the United Kingdom—

under paragraph UKR 9.1 of Appendix Ukraine Scheme of the immigration rules ...; or

outside the immigration rules ... where the person—

was residing in Ukraine immediately before 1st January 2022; and

left Ukraine in connection with the Russian invasion which took place on 24th February 2022; and

who has been ordinarily resident in the United Kingdom and Islands throughout the period since the person was granted such leave;

“ person granted leave under the Ukraine Permission Extension Scheme ” means a person—

who has leave to remain in the United Kingdom under the Ukraine Permission Extension Scheme; and

who has been ordinarily resident in the United Kingdom and Islands throughout the period since the person was granted such leave;

“ person granted section 67 leave ” means a person who—

has extant leave to remain as a person granted leave under paragraph 352ZG of the immigration rules, having been relocated to the United Kingdom pursuant to arrangements made by the Secretary of State under section 67 of the Immigration Act 2016, or a dependent child of such a person who has been granted “leave in line” under paragraph 352ZO of those rules; and

has been ordinarily resident in the United Kingdom and Islands throughout the period since the person was granted such leave;

“ person granted stateless leave ” means a person who—

has extant leave to remain as a stateless person under the immigration rules ...; and

has been ordinarily resident in the United Kingdom and Islands throughout the period since the person was granted such leave;

“ person with protected rights ” means—

a person within the personal scope of the citizens’ rights provisions who—

has leave to enter or remain in the United Kingdom granted by virtue of residence scheme immigration rules;

is an Irish citizen who, pursuant to section 3ZA of the Immigration Act 1971, does not require leave to enter or remain in the United Kingdom;

...

is an applicant for the purposes of regulation 4 of the 2020 Citizens’ Rights Regulations where the relevant period has not expired; or

otherwise has rights deemed to apply by virtue of any citizens’ rights deeming provisions; or

a family member of a relevant person of Northern Ireland for the purposes of residence scheme immigration rules, where that family member has leave to enter or remain in the United Kingdom granted by virtue of residence scheme immigration rules;

In paragraph (1)(a)(v), “ citizens’ rights deeming provisions ” means—

Article 18(2) and (3) (issuance of residence documents) of the EU withdrawal agreement;

Article 17(2) and (3) (issuance of residence documents) of the EEA EFTA separation agreement (as defined in section 39(1) of the European Union (Withdrawal Agreement) Act 2020); or

Article 16(2) and (3) (issuance of residence documents) of the Swiss citizens’ rights agreement.

“ postgraduate course designation event ” has the meaning given in regulation 2A(7);

“ postgraduate pre-registration course ” means an education and training programme leading to a graduate master’s degree or a postgraduate diploma which is a condition of inclusion in the register (or, as the case may be, the relevant part or parts of the register) maintained by—

the Health and Care Professions Council, for allied health profession subjects other than dental profession subjects; or

the Nursing and Midwifery Council, for midwifery or nursing;

“ preliminary course ” means—

a course mentioned in paragraph 2 to 4 of Schedule 2, or overseas equivalent, that is taken before a full-time degree course (other than a first degree course for the initial training of teachers);

a course mentioned in paragraph 12 of Schedule 2 that is taken before a full-time degree course; or

a foundation degree course, or overseas equivalent, taken before a full-time honours degree course;

“ pre-registration course ” means an education and training programme leading to a qualification, the standard of which is not higher than a first degree course, which is a condition of inclusion in the register (or, as the case may be, the relevant part or parts of the register) maintained by—

the Health and Care Professions Council, for operating department practice and allied health profession subjects, other than dental profession subjects;

the Nursing and Midwifery Council, for midwifery or nursing;

the General Dental Council, for dental profession subjects;

Social Work England and the Nursing and Midwifery Council, for nursing and social work;

“ previous course ” has the meaning given in regulation 12;

“ prisoner ” includes a person detained in a young offender institution;

“ private institution ” means an institution which is not publicly funded;

“ protected category event ” has the meaning given in regulation 2A(3);

“ public funds ” means moneys provided by Parliament or by a government authority outside the United Kingdom;

“ publicly funded ”, unless otherwise indicated, means maintained or assisted by recurrent grants out of public funds and related expressions are to be interpreted accordingly;

“ qualified teacher ” has the meaning given in section 132(1) of the Education Act 2002 but for courses beginning on or after 1st September 2012 does not include a person who—

is a qualified teacher by virtue of paragraph 13B of Schedule 2 to the Education (School Teachers’ Qualifications) (England) (Regulations) 2003; and

has not been assessed by an accredited institution (within the meaning of regulation 11 of those regulations) as meeting the specified standards (within the meaning of paragraph 1 of Schedule 2 to those regulations);

...

...

...

“ qualifying year of study ” means an academic year of a designated course—

in respect of which the student qualified for a fee loan (even if the amount was nil);

that was a bursary year; or

in respect of which the student would have qualified for a fee loan (even if the amount would have been nil) if the student had been an eligible student or the current course had been designated at the beginning of that year;

“ quarter ” in relation to an academic year means a period in that year—

beginning on 1st January and ending on 31st March;

beginning on 1st April and ending on 30th June;

beginning on 1st July and ending on 31st August; or

beginning on 1st September and ending on 31st December;

“ recognised initial further education teacher training course ” means a course included in the list maintained by the Secretary of State in accordance with regulation 2B;

“ refugee ” means a person who is recognised by Her Majesty's government as a refugee within the meaning of the United Nations Convention relating to the Status of Refugees done at Geneva on 28th July 1951 as extended by the Protocol thereto which entered into force on 4th October 1967 ;

“ register ” means the register established and maintained by the OfS under section 3 of the 2017 Act;

“ registered provider ” means an English higher education provider which is registered in the register and “unregistered provider” is to be construed accordingly;

“ regulated institution ” means an institution that has a fee and access plan in force approved by the Higher Education Funding Council for Wales under section 7 of the Higher Education (Wales) Act 2015;

“ relevant period ”, unless otherwise indicated, has the meaning given by regulation 4 of the 2020 Citizens’ Rights Regulations;

“ relevant person of Northern Ireland ” has the meaning given by residence scheme immigration rules;

“ residence scheme immigration rules ” has the meaning given by section 17(1) of the European Union (Withdrawal Agreement) Act 2020;

...

...

“ sandwich course ” has the meaning given in paragraph (10);

“ Scottish designated full-time course ” has the meaning given in paragraph (14);

“ Scottish designated part-time course ” has the meaning given in paragraph (14);

“ Scottish designated postgraduate course ” has the meaning given in paragraph (14);

“ Scottish healthcare allowance ” means any allowance (including a young students’ bursary or an independent students’ bursary) under sections 73(f) and 74(1) of the Education (Scotland) Act 1980 granted in respect of a person on a course leading to a qualification in a healthcare profession other than as a medical doctor or dentist;

“ settled status event ” has the meaning given in regulation 2A(4);

“ specified designated course ” has the meaning given in paragraph (11);

“ standard academic year ”, unless otherwise indicated, means an academic year of a designated course ... that would be taken (in whole or in part) by a person who does not repeat any part of the course after 1st September 2006 and who enters the course at the same point as the eligible student but does not include an academic year that is—

a bursary year;

an Erasmus year of a course provided by an institution in Northern Ireland ...; or

an Erasmus year of a course provided by an institution in England , Scotland or Wales where the course began before 1st September 2012 ;

an Erasmus year of a course provided by an institution in Scotland where the course began on or after 1st September 2012 and where the Erasmus year begins before 1st August 2017;

“ standard student ” is a student who is to be taken—

to have begun the ... course on the same date as the eligible student in question;

not to be excused any part of the course;

not to repeat any part of the course; and

not to be absent from the course other than during vacations;

“ statutory award ” means any award bestowed, grant paid or other support provided by virtue of the 1998 Act or the 1962 Act, or any comparable award, grant or other support in respect of undertaking a course which is paid out of public funds;

“ student loans legislation ” means the Education (Student Loans) Act 1990 , the Education (Student Loans) (Northern Ireland) Order 1990 , the Education (Scotland) Act 1980 and regulations made under those Acts or that Order, the Education (Student Support) (Northern Ireland) Order 1998 and regulations made under that Order or the 1998 Act and regulations made under that Act;

“ support ” means financial support by way of grant or loan made by the Secretary of State pursuant to regulations made by the Secretary of State under section 22 of the 1998 Act;

“ Swiss citizens’ rights agreement ” has the meaning given by section 39(1) of the European Union (Withdrawal Agreement) Act 2020;

...

“ travel expenditure ” means expenditure incurred by a student—

within the United Kingdom for the purposes of attending their institution; or

within or outside the United Kingdom for the purposes of attending, as part of their course, any period of study at an overseas institution or for the purposes of attending the Institute;

“ Turkish worker ” means a Turkish national who—

is ordinarily resident in the United Kingdom and Islands; and

is, or has been, lawfully employed in the United Kingdom;

“ UK dual degree programme ” means a single course of study offered by an institution in the United Kingdom leading to the award by that institution of two first degrees, other than a full-time course leading to a qualification as a—

medical doctor;

dentist;

veterinary surgeon;

architect;

landscape architect;

landscape designer;

landscape manager;

town planner; or

town and country planner;

“ UKRI ” means United Kingdom Research and Innovation;

...

...

...

“ universal credit ” means universal credit under Part 1 of the Welfare Reform Act 2012;

“ Welsh designated full-time course ” has the meaning given in paragraph (14);

“ Welsh designated part-time course ” has the meaning given in paragraph (14);

“ Welsh designated postgraduate course ” has the meaning given in paragraph (14).

(1ZA) “ Course for the initial training of teachers ” means any of the following courses other than an employment-based teaching training scheme—

(a) a course of initial teacher training undertaken in England and leading to ... qualified teacher status in England;

(b) a course of initial teacher training undertaken in Wales and accredited as initial teacher training by the Education Workforce Council;

(c) a course of initial teacher training undertaken in Scotland and accredited as initial teacher training by the General Teaching Council for Scotland;

(d) a course of initial teacher training undertaken in Northern Ireland and accredited as initial teacher training by the General Teaching Council for Northern Ireland;

(e) a course for the initial training of teachers in further education undertaken in England leading to a Diploma in Education and Training awarded by a recognised body, or with content equivalent to a Diploma in Education and Training and leading to a qualification awarded by a relevant provider, which—

(i) is not a recognised initial further education teacher training course; and

(ii) begins before 1st August 2024;

(f) a recognised initial further education teacher training course undertaken in England;

(g) a course for the initial training of teachers in further education which is undertaken in Wales and leads to a qualification the standard of which is at least equivalent to a Diploma in Higher Education;

(h) a course for the Teaching Qualification in Further Education which is undertaken in Scotland;

(i) a course for the initial training of teachers in further education undertaken in Northern Ireland which leads to a qualification which is approved by the Department for the Economy as a qualification which entitles a person to work as a full-time, associate or essential skills lecturer in a further education college in Northern Ireland.

(1ZB) For the purposes of paragraph (1ZA)—

(a) a course mentioned in sub-paragraph (a), (b), (c), (d), (g), (h) or (i) of that paragraph includes a course leading to a first degree;

(b) “ recognised body ” means an awarding body (within the meaning of section 132 of the Apprenticeships, Skills, Children and Learning Act 2009) which is recognised by the Office of Qualifications and Examinations Regulation in accordance with that section;

(c) “ relevant provider ” means an English higher education provider which has been granted degree awarding powers by a Royal Charter or by or under an Act of Parliament.

(1A) For the purposes of these Regulations, a person is within the personal scope of the citizens’ rights provisions if that person falls within—

(a) Article 10 (personal scope) of the EU withdrawal agreement;

(b) Article 9 (personal scope) of the EEA EFTA separation agreement (as defined in section 39(1) of the European Union (Withdrawal Agreement) Act 2020); or

(c) Article 10 (personal scope) of the Swiss citizens’ rights agreement.

(2) The Secretary of State may determine that a course is a compressed degree course if, in the opinion of the Secretary of State, that course is—

(a) a course for a first degree (other than a foundation degree);

(b) a full-time course designated under regulation 5(1); ...

(c) of two academic years' duration ; and

(d) a course which began before 1st August 2019.

(3) ... “ eligible student ” has the meaning given in regulation 4.

(4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(5) The Secretary of State may determine that a qualification is an equivalent or lower qualification if—

(a) an eligible student holds a higher education qualification from any institution whether or not in the United Kingdom; and

(b) the qualification referred to in sub-paragraph (a) is an honours degree from an institution in the United Kingdom or is of an academic level which, in the opinion of the Secretary of State, is equivalent to or higher than a qualification to which the current course leads.

(6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(9) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(10) In these Regulations—

(a) a course is a “sandwich course” if—

(i) it is not a course for the initial training of teachers or an academic year of a designated course that is an Erasmus year.

(ii) it consists of alternate periods of full-time study in an institution and periods of work experience; and

(iii) taking the course as a whole, the student attends or undertakes the periods of full-time study for an average of not less than 18 weeks in each year;

(b) in calculating the student's periods of full-time study for the purposes of sub-paragraph (a), the course is to be treated as beginning with the first period of full-time study and ending with the last such period; and

(c) for the purposes of sub-paragraph (a), where periods of full-time study and work experience alternate within any week of the course, the days of full-time study are aggregated with each other and with any weeks of full-time study in determining the number of weeks of full-time study in each year.

(11) In these Regulations, the “ specified designated course ” means the current course subject to paragraphs (12) and (13).

(12) Where the student's status as an eligible student has been transferred to the current course as a result of one or more transfers of that status by the Secretary of State from a course (the “initial course”) in connection with which the Secretary of State determined the student to be an eligible student pursuant to regulations made by the Secretary of State under section 22 of the 1998 Act, the specified designated course is the initial course.

(13) Where the current course is an end-on course, the specified designated course is the course in relation to which the current course is an end-on course (the “preceding course”). Where the preceding course is itself an end-on course, the specified designated course is the course in relation to which the preceding course is an end-on course.

(14) In these Regulations—

“Northern Irish designated full-time course” means a full-time course mentioned in Schedule 2, substantially provided in Northern Ireland and designated under regulation 6(9) of the Education (Student Support) (No. 2) Regulations (Northern Ireland) 2009 for the purposes of regulation 5 of those Regulations and Article 3 of the Education (Student Support) (Northern Ireland) Order 1998;

“Northern Irish designated part-time course” means a part-time course mentioned in Schedule 2, substantially provided in Northern Ireland and designated under regulation 124(7) of the Education (Student Support) (No. 2) Regulations (Northern Ireland) 2009 for the purposes of regulation 122 of those Regulations and Article 3 of the Education (Student Support) (Northern Ireland) Order 1998;

“Northern Irish designated postgraduate course” means a postgraduate course substantially provided in Northern Ireland and designated under regulation 141(4) of the Education (Student Support) (No. 2) Regulations (Northern Ireland) 2009 for the purposes of regulation 139 of those Regulations and Article 3 of the Education (Student Support) (Northern Ireland) Order 1998;

“Scottish designated full-time course” means a full-time course mentioned in Schedule 2, substantially provided in Scotland—

determined as designated under regulation 4(9) of the Education (Student Loans) (Scotland) Regulations 2007 for the purposes of regulation 3(2) of those Regulations;

designated under regulation 6(9) of the Education (Student Support) (No. 2) Regulations (Northern Ireland) 2009 for the purposes of regulation 5 of those Regulations and Article 3 of the Education (Student Support) (Northern Ireland) Order 1998; and

either—

designated under regulation 5(8) of the Education (Student Support) (Wales) Regulations 2017 for the purposes of regulation 4(1) of those Regulations and section 22 of the 1998 Act; or

specified to be treated as a designated course under regulation 8(1) of the Education (Student Support) (Wales) Regulations 2018, for the purposes of those Regulations;

“Scottish designated part-time course” means a part-time course mentioned in Schedule 2, substantially provided in Scotland—

determined as designated under regulation 4(9) of the Education (Student Loans) (Scotland) Regulations 2007 for the purposes of regulation 3(2) of those Regulations;

designated under regulation 124(7) of the Education (Student Support) (No. 2) Regulations (Northern Ireland) 2009 for the purposes of regulation 122 of those Regulations and Article 3 of the Education (Student Support) (Northern Ireland) Order 1998; and

either—

designated under regulation 83(6) of the Education (Student Support) (Wales) Regulations 2017 for the purposes of regulation 81(1) of those Regulations and section 22 of the 1998 Act; or

specified to be treated as a designated course under regulation 8(1) of the Education (Student Support) (Wales) Regulations 2018, for the purposes of those Regulations;

“Scottish designated postgraduate course” means a postgraduate course substantially provided in Scotland—

determined as designated under regulation 4(9) of the Education (Student Loans) (Scotland) Regulations 2007 for the purposes of regulation 3(2) of those Regulations;

designated under regulation 141(4) of the Education (Student Support) (No. 2) Regulations (Northern Ireland) 2009 for the purposes of regulation 139 of those Regulations and Article 3 of the Education (Student Support) (Northern Ireland) Order 1998; and

either—

designated under 112(4) of the Education (Student Support) (Wales) Regulations 2017 for the purposes of regulation 110 of those Regulations and section 22 of the 1998 Act; or

specified to be treated as a designated course under paragraph 3 of Schedule 4 to the Education (Student Support) (Wales) Regulations 2018, for the purposes of those Regulations;

“Welsh designated full-time course” means a full-time course mentioned in Schedule 2, substantially provided in Wales and—

designated under regulation 5(8) of the Education (Student Support) (Wales) Regulations 2017 for the purposes of regulation 4(1) of those Regulations and section 22 of the 1998 Act; or

specified to be treated as a designated course under regulation 8(1) of the Education (Student Support) (Wales) Regulations 2018, for the purposes of those Regulations;

“Welsh designated part-time course” means a part-time course mentioned in Schedule 2, substantially provided in Wales and—

designated under regulation 83(6) of the Education (Student Support) (Wales) Regulations 2017 for the purposes of regulation 81(1) of those Regulations and section 22 of the 1998 Act; or

specified to be treated as a designated course under regulation 8(1) of the Education (Student Support) (Wales) Regulations 2018, for the purposes of those Regulations;

“Welsh designated postgraduate course” means a postgraduate course substantially provided in Wales and—

designated under 112(4) of the Education (Student Support) (Wales) Regulations 2017 for the purposes of regulation 110 of those Regulations and section 22 of the 1998 Act; or

specified to be treated as a designated course under paragraph 3 of Schedule 4 to the Education (Student Support) (Wales) Regulations 2018, for the purposes of those Regulations.

(15) For the purposes of paragraph (14)—

(a) a course is substantially provided in Northern Ireland if at least half of the teaching and supervision which comprise the course is provided in Northern Ireland;

(b) a course is substantially provided in Scotland if at least half of the teaching and supervision which comprise the course is provided in Scotland;

(c) a course is substantially provided in Wales if at least half of the teaching and supervision which comprise the course is provided in Wales.

(16) In these Regulations, a “lower-fee foundation year” is a foundation year (as defined in paragraph (17)) in relation to which more than 50% of the CAH3 codes, for student loan purposes, are listed in Schedule A1.

(17) For the purposes of paragraph (16)—

(a) a “foundation year” is a period of study that—

(i) is of one academic year’s duration if undertaken full time, or equivalent to that duration if undertaken part time,

(ii) is integrated with an undergraduate course at the start of that undergraduate course, and may be enrolled for at the same time as enrolling for that undergraduate course,

(iii) is designed to equip students with the skills and knowledge that are needed for progressing to an undergraduate course,

(iv) a student must complete successfully in order to progress to the first year of an undergraduate course,

(v) may result in the student being awarded a qualification that is separate from the qualification awarded as a result of completing the undergraduate course to which the student progresses, and

(vi) may, where contractual arrangements are in place, be undertaken at an institution (which may or may not be a registered higher education provider) that is different from the provider to which the student applied and with which the student has enrolled for the undergraduate course, and

(b) “ CAH3 code ” means a Common Aggregated Hierarchy 3 code associated with a subject, as referred to in version 1.3.4 of the Higher Education Classification of Subjects coding system.

Section 2AMeaning of “in-year qualifying event”, “protected category event”, “settled status event”, “course designation event” etc. and related matters

(1) This regulation defines “in-year qualifying event”, “protected category event” “settled status event”, “course designation event”, “part-time course designation event” and “postgraduate course designation event” and makes related provision for the purposes of these Regulations.

(2) “ In-year qualifying event ”, in relation to a student, means—

(a) a protected category event which occurs after the course start date;

(b) a settled status event;

(ba) the student becomes a person described in paragraph 2 of Schedule 1;

(c) the student becomes a person described in paragraph 3(1)(a) of Schedule 1;

(d) where regulation 4(2A), 137(2A) or 159(3A) applies, the student becomes a person described in paragraph 12(a) of Schedule 1;

(e) the student becomes a person described in paragraph 6A(1)(a) of Schedule 1, or where regulation 4(2A), 137(2A) or 159(3A) applies, in paragraph 6(1)(a) of Schedule 1;

(f) the student becomes a person described in paragraph 11A(a) of Schedule 1 or, where regulation 4(2A), 137(2A) or 159(3A) applies, in paragraph 11(1)(a) of Schedule 1; or

(g) the student becomes a person described in paragraph 9B(1)(a)(ii) of Schedule 1.

(3) “ Protected category event ”, in relation to a student, means—

(a) the student or the student’s spouse, civil partner or parent is recognised as a refugee;

(b) the student or the student’s spouse, civil partner or parent becomes a person granted stateless leave;

(c) the student or the student’s spouse, civil partner or parent becomes a person granted humanitarian protection;

(d) the student becomes a person granted section 67 leave;

(e) the student or the student’s parent becomes a person granted indefinite leave to enter or remain as a victim of domestic violence or domestic abuse;

(f) the student becomes a person granted Calais leave;

(g) the student or the student’s parent becomes a person granted indefinite leave to enter or remain as a bereaved partner;

(h) the student or the student’s spouse, civil partner or parent becomes a person granted leave under one of the Afghan Schemes; or

(i) the student or the student’s spouse, civil partner or parent becomes a person granted leave under one of the Ukraine Schemes.

(4) “ Settled status event ”, in relation to a student means—

(a) the student becomes a person described in paragraph 2A or 9BB of Schedule 1; or

(b) the student becomes a family member described in paragraph 9A(1)(a), 9C(1)(a) or 9D(1)(a) or (2)(a) of Schedule 1.

(5) “ Course designation event ”, in relation to a course, means—

(a) the course is designated under regulation 5(10);

(b) the English higher education provider which is providing the course, or on whose behalf the course is being provided, becomes a registered provider;

(c) the course becomes a Northern Irish designated full-time course, a Scottish designated full-time course or a Welsh designated full-time course ; or

(d) the course becomes a recognised initial further education teacher training course.

(6) “ Part-time course designation event ”, in relation to a course, means—

(a) the course is designated under regulation 139(7);

(b) the English higher education provider which is providing the course, or on whose behalf the course is being provided, becomes a registered provider;

(c) the course becomes a Northern Irish designated part-time course, a Scottish designated part-time course or a Welsh designated part-time course ; or

(d) the course becomes a recognised initial further education teacher training course.

(7) “ Postgraduate course designation event ”, in relation to a course, means—

(a) the course is designated under regulation 161(4) ;

(b) the English higher education provider which is providing the course, or on whose behalf the course is being provided, becomes a registered provider; or

(c) the course becomes a Northern Irish designated postgraduate course, a Scottish designated postgraduate course or a Welsh designated postgraduate course.

(8) Where a protected category event occurs in relation to a student after the course start date, paragraph (9) applies for the purposes of determining whether that event results in the student becoming an eligible student, eligible part-time student or eligible postgraduate student.

(9) The student is to be treated, for the purposes of determining whether the student satisfies any requirement in Schedule 1 to be ordinarily resident in England on the course start date, as if the student was, on the course start date, lawfully residing in the place where the student was residing on that date.

Section 2BRecognition of initial further education teacher training courses

(1) The Secretary of State must—

(a) publish in such manner as the Secretary of State considers appropriate; and

(b) maintain,

a list of courses which are, in the opinion of the Secretary of State, initial further education teacher training courses.

(2) For the purposes of this regulation, a course may only be considered an initial further education teacher training course by the Secretary of State if successful completion of the course means that a person meets the occupational standard for a learning and skills teacher as determined by the Secretary of State from time to time.

Section 3Revocation, savings and transitional provisions

(1) Subject to paragraphs (2) and (3), the following regulations are revoked on 1st September 2012—

(a) the 2009 Regulations;

(b) the Education (Student Support) Regulations 2009 (Amendment) Regulations 2010 ;

(c) regulation 5 and regulations 10 to 12 of the Education (Student Fees, Awards and Support) (Amendment) Regulations 2011 ;

(d) the Education (Student Support) (Dance and Drama) Regulations 1999 ; and

(e) the Education (Student Support) (Dance and Drama) (Amendment) Regulations 2001 .

(2) Regulation 113 and 114 of the 2009 Regulations are revoked on 1st September 2011.

(3) The 2009 Regulations continue to apply to the provision of support to students in relation to an academic year which begins on or after 1st September 2010 but before 1st September 2012.

(4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 4Eligible students

(1) An eligible student qualifies for support in connection with a designated course subject to and in accordance with these Regulations.

(2) Subject to the following provisions of this regulation, a person is an eligible student in connection with a designated course if in assessing that person’s application for support the Secretary of State determines that the person falls within one of the categories set out—

(a) in paragraphs 2, 2A, 3, 4, 4A, 4B, 4C, 4D, 4E, 5, 6A, 7A, 8A, 9A, 9B, 9BA, 9BB, 9C, 9D, 10ZA, 11A, 12A , 13 , 14, 15 and 16 in Part 2 of Schedule 1; or

(b) in paragraphs 6, 7, 8, 9, 10, 10A, 11 and 12 in Part 2 of Schedule 1, where paragraph (2A) applies.

(2A) This paragraph applies where—

(a) in connection with a designated course beginning before 1st August 2021, the Secretary of State—

(i) in assessing an application for support by a person (“A”), determined that A fell within one of the categories set out in paragraphs 6, 7, 8, 9, 10, 10A, 11 and 12 in Part 2 of Schedule 1 in relation to an academic year of the course beginning before 1st August 2021; or

(ii) would have so determined had A made an application for support in accordance with this Part in relation to an academic year of the course beginning before that date; and

(b) A applies for support in connection with that course or a designated course to which A’s status as an eligible student is transferred from that course in accordance with this Part.

(2B) In connection with a designated course beginning on or after 1st January 2028, paragraph (2) has effect as if it did not mention paragraphs 8A , 9B, 9BA and 9D .

(3) A person (“A”) is not an eligible student if—

(za) A is studying on a course as part of an apprenticeship;

(a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(c) A is eligible to apply for, in connection with the course,—

(i) a healthcare bursary the amount of which is not calculated by reference to ... income; or

(ii) any allowance under the Nursing and Midwifery Student Allowances (Scotland) Regulations 2007 ;

(d) A is in breach of any obligation to repay any loan;

(e) A has reached the age of 18 and has not ratified any agreement for a loan made with A when A was under the age of 18;

(f) A has, in the opinion of the Secretary of State, shown by A's conduct that A is unfitted to receive support; or

(g) subject to paragraph (4), A is a prisoner.

(4) Paragraph (3)(g) does not apply—

(a) where the student is an eligible prisoner;

(b) where the current course began before 1st September 2012;

(c) where the student has transferred to the current course on or after 1st September 2012 pursuant to regulation 7 from a course beginning before 1st September 2012;

(d) where the course is an end-on course; or

(e) in respect of an academic year during which the student enters prison or is released from prison.

(5) For the purposes of paragraphs (3)(d) and (3)(e), “ loan ” means a loan made under any provision of the student loans legislation.

(6) In a case where the agreement for a loan is subject to the law of Scotland, paragraph (3)(e) only applies if the agreement was made—

(a) before 25th September 1991; and

(b) with the concurrence of the borrower's curator or at a time when the borrower had no curator.

(6A) A person (“A”) is not an eligible student in connection with a postgraduate pre-registration course unless A begins the course on or after 1st August 2018.

(6B) For the purposes of paragraph (6A), a person (“A”) who transfers from a postgraduate pre-registration course which began before 1st August 2018 to a postgraduate pre-registration course which begins on or after 1st August 2018 (“the second course”) is not an eligible student unless A—

(a) transfers to the first academic year of the second course; or

(b) transfers to any other academic year of the second course which is not a bursary year.

(6C) A person (“A”) is not an eligible student in connection with a pre-registration course or a postgraduate pre-registration course which leads to a qualification for a profession in respect of which A is already registered in the relevant part or parts of the register maintained by the Health and Care Professions Council, the Nursing and Midwifery Council or the General Dental Council.

(6D) A person (“A”) is not an eligible student in connection with a postgraduate pre-registration course if A has received support under Part 4, 5 or 6 of these Regulations in connection with a previous postgraduate pre-registration course begun on or after 1st August 2018 and has achieved a qualification.

(6E) A person who—

(a) has a disability, and

(b) would be an eligible student in connection with a postgraduate pre-registration course but for paragraph (6D),

is to be treated, for the purposes of Part 12 of these Regulations only, as if that person were an eligible postgraduate student in connection with a designated postgraduate course.

(7) An eligible student in respect of whom the first academic year of the specified designated course begins on or after 1st September 2000 does not, at any one time, qualify for support for—

(a) more than one designated course;

(b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(c) a designated course and a designated part-time course;

(d) a designated course and a designated postgraduate course.

(7A) A person (“A”) is not an eligible student if A is enrolled on a course which is designated under regulation 4 of the Education (Postgraduate Master’s Degree Loans) Regulations 2016 or regulation 4 of the Education (Postgraduate Doctoral Degree Loans and the Education (Student Loans) (Repayment) (Amendment) (No. 2) etc.) Regulations 2018, and is receiving support under either set of regulations for that course .

(8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(9) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(12) Where—

(a) the Secretary of State determined that, by virtue of being a refugee or the spouse, civil partner, child or step-child of a refugee, a person (“A”) was—

(i) an eligible student in connection with an application for support for an earlier year of the current course, an application for support for a course in relation to which the current course is an end-on course or an application for support in connection with a designated part-time course ... or other designated course from which A's status as an eligible part-time student ... or eligible student has been transferred to the current course; and

(ii) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(b) as at the day before the academic year in respect of which A is applying for support begins, the refugee status of A or of A's spouse, civil partner, parent or step-parent, as the case may be, has expired and— i no further leave to remain has been granted,

(ii) no appeal is pending (within the meaning of section 104 of the Nationality, Immigration and Asylum Act 2002), and

(iii) the person (A or A’s spouse, civil partner, parent or step-parent) whose refugee status has expired has not become a British or Irish citizen,

A's status as an eligible student terminates immediately before the first day of the academic year in respect of which A is applying for support.

(12A) Where—

(a) the Secretary of State determined that, by virtue of being a person granted stateless leave or the spouse, civil partner, child or step-child of a person granted stateless leave, a person (“A”) was an eligible student in connection with—

(i) an application for support for an earlier year of the current course,

(ii) an application for support for a course in relation to which the current course is an end-on course, or

(iii) an application for support in connection with a designated part-time course or other designated course from which A’s status as an eligible part-time student or eligible student has been transferred to the current course, and

(b) as at the day before the academic year in respect of which A is applying for support begins, the period for which the person granted stateless leave is allowed to stay in the United Kingdom has expired and no further leave to remain has been granted and that person has not become a British or Irish citizen ,

A’s status as an eligible student terminates immediately before the first day of the academic year in respect of which A is applying for support.

(12B) Where—

(a) the Secretary of State determined that, by virtue of being a person granted section 67 leave, a person (“A”) was an eligible student in connection with—

(i) an application for support for an earlier year of the current course, or

(ii) an application for support in connection with a designated part-time or other designated course from which A’s status as an eligible part-time student or eligible student has been transferred to the current course, and

(b) as at the day before the academic year in respect of which A is applying for support begins, the period for which the person granted section 67 leave is allowed to stay in the United Kingdom has expired and no further leave to remain has been granted and that person has not become a British or Irish citizen ,

A’s status as an eligible student terminates immediately before the first day of the academic year in respect of which A is applying for support.

(12C) Where—

(a) the Secretary of State determined that, by virtue of being a person granted Calais leave, a person (“A”) was an eligible student in connection with—

(i) an application for support for an earlier year of the current course; or

(ii) an application for support in connection with a designated part-time course or other designated course from which A’s status as an eligible part-time student or eligible student has been transferred to the current course; and

(b) as at the day before the academic year in respect of which A is applying for support begins, the period for which A is allowed to stay in the United Kingdom has expired and no further leave to remain has been granted and A has not become a British or Irish citizen ,

A’s status as an eligible student terminates immediately before the first day of the academic year in respect of which A is applying for support.

(13) Where—

(a) the Secretary of State determined that, by virtue of being a person granted humanitarian protection or the spouse, civil partner, child or step-child of such a person, a person (“A”) was—

(i) an eligible student in connection with an application for support for an earlier year of the current course, an application for support for a course in relation to which the current course is an end-on course or an application for support in connection with a designated part-time course ... or other designated course from which A's status as an eligible part-time student ... or eligible student has been transferred to the current course; and

(ii) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(b) as at the day before the academic year in respect of which A is applying for support begins, the period for which the person granted humanitarian protection is allowed to stay in the United Kingdom has expired and— i no further leave to remain has been granted;

(ii) no appeal is pending (within the meaning of section 104 of the Nationality, Immigration and Asylum Act 2002); and

(iii) the person (A or A’s spouse, civil partner, parent or step-parent) whose period for which they are allowed to stay in the United Kingdom has expired has not become a British or Irish citizen,

A's status as an eligible student terminates immediately before the first day of the academic year in respect of which A is applying for support.

(13A) Where—

(a) the Secretary of State determined that, by virtue of being a person with protected rights with limited leave to enter or remain in the United Kingdom granted by virtue of residence scheme immigration rules, a person (“A”) was an eligible student in connection with—

(i) an application for support for an earlier year of the current course; or

(ii) an application for support in connection with a designated part-time course or other designated course from which A’s status as an eligible part-time student or eligible student has been transferred to the current course; and

(b) as at the day before the academic year in respect of which A is applying for support begins, A no longer has extant limited leave to enter or remain granted by virtue of residence scheme immigration rules and no further leave to enter or remain has been granted under those rules and A has not become a British or Irish citizen ,

A’s status as an eligible student terminates immediately before the first day of the academic year in respect of which A is applying for support.

(13B) Where—

(a) the Secretary of State has determined that, by virtue of—

(i) falling within paragraph (1)(a) ... (iv) or (v) of the definition of “person with protected rights”; or

(ii) meeting the conditions in paragraph 3(1)(a) ... (iv) in Part 2 of Schedule 1,

a person (“A”) is an eligible student in connection with an application for support for an academic year of a designated course; and

(b) as at the day before the academic year begins, A is not a person with protected rights and has not become a British or Irish citizen ,

A’s status as an eligible student terminates immediately before the first day of the academic year in respect of which A is applying for support.

(13C) Where—

(a) the Secretary of State determined that, by virtue of being a person granted leave under one of the Afghan Schemes or the spouse, civil partner, child or step-child of such a person , a person (“ A ”) was—

(i) an eligible student in connection with an application for support for—

(aa) an earlier year of the current course;

(bb) an application for support for a course in relation to which the current course is an end-on course; or

(cc) an application for support in connection with a designated part-time course or other designated course from which A’s status as an eligible part-time student or eligible student has been transferred to the current course; and

(ii) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(b) as at the day before the academic year in respect of which A is applying for support begins, the period for which the person granted leave under one of the Afghan Schemes is allowed to stay in the United Kingdom has expired and that person has not become a British or Irish citizen ,

A’s status as an eligible student terminates immediately before the first day of the academic year in respect of which A is applying for support.

(13D) Where—

(a) the Secretary of State determined that, by virtue of being a person granted leave under one of the Ukraine Schemes or the spouse, civil partner, child or step-child of such a person , a person (“ A ”) was—

(i) an eligible student in connection with an application for support for—

(aa) an earlier year of the current course;

(bb) an application for support for a course in relation to which the current course is an end-on course; or

(cc) an application for support in connection with a designated part-time course or other designated course from which A’s status as an eligible part-time student or eligible student has been transferred to the current course; and

(ii) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(b) as at the day before the academic year in respect of which A is applying for support begins, the period for which the person granted leave under one of the Ukraine Schemes is allowed to stay in the United Kingdom has expired and no further leave to enter or remain has been granted and that person has not become a British or Irish citizen ,

A’s status as an eligible student terminates immediately before the first day of the academic year in respect of which A is applying for support.

(13E) Where—

(a) the Secretary of State determined that, by virtue of being a person satisfying the criteria in paragraph 13 of Schedule 1 (eligible students: long residence), a person (“ A ”) was an eligible student in connection with—

(i) an application for support for an earlier year of the current course;

(ii) an application for support for a course in relation to which the current course is an end-on course; or

(iii) an application for support in connection with a designated part-time course or other designated course from which A’s status as an eligible part-time student or eligible student has been transferred to the current course; and

(b) as at the day before the academic year in respect of which A is applying for support begins, the period for which A was granted leave to stay in the United Kingdom has expired and—

(i) no further leave to remain has been granted;

(ii) no appeal is pending (within the meaning of section 104 of the Nationality, Immigration and Asylum Act 2002); and

(iii) A has not become a British or Irish citizen,

A’s status as an eligible student terminates immediately before the first day of the academic year in respect of which A is applying for support.

(14) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 5Designated courses

(1) Subject to paragraphs ... (2A), ... (4), (5) , (6) and (6A), a course is a designated course for the purposes of section 22(1) of the 1998 Act and regulation 4 if it is—

(a) mentioned in Schedule 2;

(b) one of the following—

(i) ... a full-time course;

(ii) a sandwich course; or

(iii) a course for the initial training of teachers which—

(aa) begins before 1st September 2010; or

(bb) begins on or after 1st September 2010 where the student transfers to the current course pursuant to regulation 7 from a course for the initial training of teachers which began before1st September 2010;.

(c) of at least one academic year’s duration ... , or, in the case of a postgraduate pre-registration course, of at least two academic years’ duration ;

(d) either—

(i) wholly provided by a registered provider, or provided by a registered or unregistered provider on behalf of a registered provider in England;

(ii) wholly provided by an authority-funded institution in Scotland or Northern Ireland, or in Wales where the course began before 1st September 2017;

(iii) provided by a registered provider on behalf of an authority-funded institution in Scotland or Northern Ireland, or in Wales where the course began before 1st September 2017;

(iv) provided by a registered provider on behalf of a regulated institution in Wales where the course begins on or after 1st September 2017;

(v) provided by an institution situated in Scotland, Northern Ireland or Wales on behalf of a registered provider in England, or by a publicly funded institution situated in Scotland, Northern Ireland or Wales on behalf of an authority-funded institution in Scotland or Northern Ireland, or in Wales where the course began before 1st September 2017;

(vi) provided by a publicly funded institution in Scotland, Northern Ireland or Wales on behalf of a regulated institution in Wales where the course begins on or after 1st September 2017;

(vii) provided by a registered provider in England in conjunction with an institution which is situated outside the United Kingdom;

(viii) provided by an authority-funded institution in Scotland or Northern Ireland, or in Wales where the course began before 1st September 2017, in conjunction with an institution which is situated outside the United Kingdom; or

(ix) provided by a regulated institution in Wales or a regulated institution in Wales in conjunction with an institution which is situated outside the United Kingdom, where that course begins on or after 1st September 2017;

(da) substantially provided in the United Kingdom; and

(e) for a course beginning on or after 1st September 2012 which falls within paragraph 1, 2, 4, ... 7, 8, 9, 10 or 11 of Schedule 2 —

(i) a course which leads to an award granted or to be granted by a body falling within section 214(2) (za), (zb), (a) or (b) of the Education Reform Act 1988; and

(ii) the teaching and supervision which comprise the course has been approved by that body.

(2) In paragraph (1)(e) “ award ” means any degree, diploma, certificate or other academic award or distinction.

(2ZZA) For the purposes of section 22 of the 1998 Act and regulation 4, a course is a designated course if it is a Northern Irish designated full-time course, a Scottish designated full-time course or a Welsh designated full-time course.

(2ZA) A course is not a designated course if its designation has been revoked or is suspended under paragraph (11).

(2A) A postgraduate pre-registration course is not a designated course if it is a distance learning course.

(3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(3A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(4) A course falling within paragraph 7 or 8 of Schedule 2 is not a designated course where the governing body of a maintained school or Academy has arranged for the provision of such a course to a pupil of the school or Academy.

(5) A course that is taken as part of an employment-based teacher training scheme is not a designated course.

(6) A first degree course (other than a graduate entry accelerated programme or a graduate entry veterinary course) is not a designated course where—

(a) it leads to the award of a professional qualification;

(b) a first degree (or equivalent qualification) would normally be required for entry to a course leading to the award of that professional qualification; and

(c) the current course begins on or after 1st September 2009.

(6A) A UK dual degree programme is not a designated course.

(7) For the purposes of paragraph (1)(d)—

(a) a course is provided by an institution if it provides the teaching and supervision which comprise the course, whether or not the institution has entered into an agreement with the student to provide the course;

(aa) a course is substantially provided in the United Kingdom where at least half of the teaching and supervision which comprise the course is provided in the United Kingdom;

(b) a university and any constituent college or institution in the nature of a college of a university is to be regarded as authority-funded if either the university or the constituent college or institution is authority-funded ; ...

(c) an institution is not to be regarded as publicly funded or authority-funded by reason only that it receives public funds from the governing body of a higher education institution in accordance with section 65(3A) of the Further and Higher Education Act 1992 ; and

(d) a course is not to be regarded as provided on behalf of an authority-funded educational institution where a part of the course is provided by a private institution in Scotland, Northern Ireland or Wales, or by a private institution which is an unregistered provider in England .

(8) Subject to paragraph (6), a course to which this paragraph applies is considered to be a single course for a first degree or for an equivalent qualification even if—

(a) the course leads to another degree or qualification being conferred before the degree or equivalent qualification; and

(b) part of the course is optional.

(9) Paragraph (8) applies to a course the standard of which is not higher than a first degree which leads to a qualification as a medical doctor, dentist, veterinary surgeon, architect, landscape architect, landscape designer, landscape manager, town planner or town and country planner.

(10) For the purposes of section 22 of the 1998 Act and regulation 4(1) the Secretary of State may designate courses of higher education which are not designated under paragraph (1) or (2ZZA) .

(11) The Secretary of State may revoke or suspend the designation of a course which is designated under this regulation .

Section 6Period of eligibility

(1) A student's status as an eligible student is retained in connection with a designated course until the status terminates in accordance with this regulation or regulation 4.

(2) The period for which an eligible student retains that status is the “period of eligibility”.

(3) Subject to the following paragraphs and regulation 4, the period of eligibility terminates at the end of the academic year in which the student completes the designated course.

(4) The period of eligibility terminates when the eligible student (“A”)—

(a) withdraws from A's designated course in circumstances where the Secretary of State has not transferred or converted or will not transfer or convert A's status as an eligible student under regulation 7, 132, 139B or 139C ; or

(b) abandons or is expelled from A's designated course.

(5) The Secretary of State may terminate the period of eligibility where A has shown by A's conduct that A is unfitted to receive support.

(6) If the Secretary of State is satisfied that an eligible student has failed to comply with any requirement to provide information under these Regulations or has provided information which is inaccurate in a material particular, the Secretary of State may take such of the following actions as the Secretary of State considers appropriate in the circumstances—

(a) terminate the period of eligibility;

(b) determine that the student no longer qualifies for any particular support or particular amount of support;

(c) treat any support paid to the student as an overpayment which may be recovered under Chapter 5 of Part 9.

(7) Where the period of eligibility terminates before the end of the academic year in which the student completes the designated course, the Secretary of State may, at any time, renew the period of eligibility for such period as the Secretary of State determines.

Section 7Transfer of status

(1) Where an eligible student “A” transfers to another course, the Secretary of State must transfer A's status as an eligible student to that course where—

(a) he receives a request from the eligible student to do so;

(b) he is satisfied that one or more of the grounds for transfer in paragraph (2) applies; and

(c) the period of eligibility has not terminated.

(1A) Paragraph (1) applies to a person who is an eligible student by virtue of regulation 4(2)(b) only where that person’s status as an eligible student has not been transferred on or after 1st August 2021 from the designated course referred to in regulation 4(2A)(a) to another designated course.

(2) The grounds for transfer are—

(a) on the recommendation of the academic authority A ceases one course and starts to attend or undertake another designated course ...;

(b) A starts to attend or undertake a designated course ...;

(c) after starting a course for the Certificate in Education, A is, on or before the completion of that course, admitted to a designated course for the degree (including an honours degree) of Bachelor of Education either at the same institution or at another institution;

(d) after starting a course for the degree (other than an honours degree) of Bachelor of Education, A is, on or before the completion of that course, admitted to a designated course for the honours degree of Bachelor of Education either at the same institution or at another institution; or

(e) after starting a course for a first degree (other than an honours degree) A is, before the completion of that course, admitted to a designated course for an honours degree in the same subject or subjects at the institution.

(3) Subject to paragraph (4), where A transfers under paragraph (1), A is entitled to receive in connection with the academic year of the course to which A transfers the remainder of the support assessed by the Secretary of State in respect of the academic year of the course from which A transfers.

(4) The Secretary of State may re-assess the amount of support payable after the transfer provided that A qualifies for such support in connection with the academic year of the course to which A transfers .

(5) Where A transfers under paragraph (1) after the Secretary of State has assessed A's support in connection with the academic year of the course from which A is transferring but before A completes that year, A may not, in connection with the academic year of the course to which A transfers, apply for another grant or loan of a kind that A has already applied for under these Regulations in connection with the academic year of the course from which A is transferring unless otherwise provided.

Section 8Applications for support

(1) A person (the “applicant”) must apply for support in connection with each academic year of a designated course by completing and submitting to the Secretary of State an application in such form and accompanied by such documentation as the Secretary of State may require.

(2) The Secretary of State may take such steps and make such inquiries as the Secretary of State considers necessary to determine whether the applicant is an eligible student, whether the applicant qualifies for support and the amount of support payable, if any.

(3) The Secretary of State must notify the applicant of whether the applicant qualifies for support and, if so, the amount of support payable in respect of the academic year, if any.

Section 9Time limits

(1) The general rule is that the application must reach the Secretary of State no later than the end of the ninth month of the academic year in respect of which it is submitted.

(2) The general rule does not apply where—

(a) an in-year qualifying event or a course designation event occurs after the first day of the academic year in respect of which the applicant is applying for support, in which case the application must reach the Secretary of State within a period of nine months beginning with the day on which the relevant event occurred;

(b) the applicant is making a separate application for a fee loan ... or a loan for living costs or is applying for an additional amount of fee loan under regulation 24(1) or (7) ... or an additional amount of loan for living costs under regulation 89(3) in which case the application must reach the Secretary of State not later than one month before the end of the academic year to which the application relates;

(c) the applicant is applying to borrow ... an additional amount of loan for living costs or an additional amount of long courses loan under regulation 89(1), in which case the application must reach the Secretary of State not later than one month before the end of the academic year to which the application relates or within a period of one month beginning with the day on which the applicant receives notice of the increased maximum amount, whichever is the later;

(d) the applicant is applying for the disabled students' allowance, in which case the application must reach the Secretary of State as soon as is reasonably practicable; or

(e) the Secretary of State considers that having regard to the circumstances of the particular case the time limit should be relaxed, in which case the application must reach the Secretary of State not later than such date as the Secretary of State specifies.

Section 10Information

Schedule 3 deals with the provision of information.

Section 11Requirement to enter into a contract for a loan

(1) To receive a loan a student must enter into a contract with the Secretary of State.

(2) Where the Secretary of State requires a contract to be signed by a student, an electronic signature in such form as the Secretary of State may specify satisfies such a requirement.

Section 12Previous course

(1) Subject to the exceptions in paragraphs (4) to (7), a “previous course” is—

(a) where the current course began before 1st September 2009, any full-time higher education course, a course for the initial training of teachers or a course designated under regulation 5(10), which the student attended or, in the case of an intensive course or a full-time distance learning course, undertook before the current course and which meets any of the conditions in paragraph (2);

(b) where the current course begins on or after 1st September 2009—

(i) a lower level qualification achieved following a full-time or part-time higher education course, a course for the initial training of teachers or a course designated under regulation 5(10), which the student attended or, in the case of an intensive course or a ... distance learning course, undertook before the current course;

(ii) a full-time higher education course, a course for the initial training of teachers or a course designated under regulation 5(10), which the student attended, or in the case of an intensive course or a full-time distance learning course, undertook before the current course where the student studied but did not achieve a qualification and which meets any of the conditions in paragraph (3); or

(iii) a full-time higher education course, a course for the initial training of teachers or a course designated under regulation 5(10), which the student attended or, in the case of an intensive course or a full-time distance learning course, undertook before the current course where—

(aa) the course meets any of the conditions in paragraph (2); and

(bb) the student’s status as an eligible student has been transferred or converted under these Regulations to the current course from a course which began before 1st September 2009.

(2) The conditions are—

(a) the course was provided by an institution which was a registered provider in England or by a publicly funded institution in the United Kingdom for some or all of the academic years during which the student attended or undertook the course;

(aa) the course was provided by an accredited institution which was an unregistered provider for some or all of the academic years during which the student attended or undertook the course; or

(b) any scholarship, exhibition, bursary, grant, allowance or statutory award which was paid in respect of the student's attending or, in the case of an intensive course or a ... distance learning course, undertaking the course to defray fees was from public funds or funds attributable to public funds.

(3) The conditions are—

(a) the course was provided at a registered provider or a publicly funded institution whether or not in the United Kingdom or a regulated institution for some or all of the academic years during which the student attended or undertook the course; ...

(aa) the course was provided by an accredited institution which was an unregistered provider for some or all of the academic years during which the student attended or undertook the course; or

(b) any scholarship, exhibition, bursary, grant, allowance or statutory award which was paid in respect of the student's attending or, in the case of an intensive course or a full-time distance learning course, undertaking the course to defray fees was from public funds or funds attributable to public funds.

(4) A course which would otherwise be a previous course will not be treated as such if—

(a) the current course is a course for the initial training of teachers;

(b) the duration of the current course does not exceed two years ... ; and

(c) where the current course falls within regulation 2(1ZA)(a), (b), (c) or (d), the student is not a qualified teacher.

(4ZA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(4A) A course which would otherwise be a previous course is not ... to be treated as such if the current course—

(a) is a pre-registration course in an allied health profession subject, midwifery, nursing, nursing and social work, or operating department practice;

(b) leads to—

(i) an ordinary degree or an honours degree;

(ii) in respect of a course in a dental profession subject, an ordinary degree, an honours degree, a diploma or a foundation degree; or

(iii) in respect of a course in operating department practice, an ordinary degree, an honours degree or a diploma;

(c) begins on or after 1st August 2017 .... or, in the case of a course in a dental profession subject, begins on or after 1st August 2018

(4B) A course which would otherwise be a previous course is not to be treated as such if the current course is a postgraduate pre-registration course which begins on or after 1st August 2018.

(5) A course which would otherwise be a previous course will not be treated as such if the current course is a graduate entry accelerated programme.

(6) A course for the Certificate in Education which would otherwise be a previous course will not be treated as such if—

(a) the current course is a course for the degree (including an honours degree) of Bachelor of Education; and

(b) the student transferred to the current course from the course for the Certificate in Education before the completion of that course or began the current course on completion of the course for the Certificate in Education.

(7) A course for the degree (other than an honours degree) of Bachelor of Education will not be treated as a previous course if—

(a) the current course is a course for the honours degree of Bachelor of Education; and

(b) the student transferred to the current course from the course for the degree (other than an honours degree) of Bachelor of Education before the completion of that course or began the current course on completion of the course for the degree (other than an honours degree) of Bachelor of Education.

(8) Subject to paragraphs (9), (10) and (11), for the purpose of determining PC in the formula in regulation 21 —

(a) each academic year that the student completed on a previous course is counted; and

(b) an academic year of a previous course that the student began or ceased to attend part of the way through the year is counted as one academic year on a previous course.

(9) For the purpose of determining PC in the formula in regulation 21 where the student began the current course before 1st September 2009, an academic year of a previous course is not to be counted as a year spent on a previous course if—

(a) the student did not qualify for a fee loan for that year other than because the academic year was a bursary year or an Erasmus year; and

(b) the student qualified for a fee loan for some but not all of the other academic years of that previous course.

(10) For the purpose of determining PC in the formula in regulation 21 , an academic year of a previous course is not to be counted as a year spent on a previous course if it was a year of repeat study that the student was taking for compelling personal reasons or a year in relation to which the student qualified for a fee loan because the student had failed to complete a previous course for compelling personal reasons.

(11) For the purpose of determining PC in the formula in regulation 21 , where a student (“A”) transfers from an academic year of one designated course to an academic year of another designated course before the Secretary of State considers that A has completed the year from which A is transferring, the time spent by A during the academic year in which the transfer takes place on the course from which A is transferring is not counted as a year spent on a previous course.

(12) A student (“A”) who undertook a previous course but was not in attendance because A was unable to attend for a reason which related to A's disability is only ... to be treated as having been in attendance on the previous course in respect of periods of study beginning on or after 1st September 2006.

Section 13Miscellaneous

(1) Subject to paragraphs (2) to (4), an eligible student does not qualify for a fee loan under this Part if—

(a) the student has an honours degree from an institution in the United Kingdom, where—

(i) the current course began before 1st September 2009; or

(ii) the current course begins on or after 1st September 2009 where the student transfers to the current course pursuant to regulation 7 from a course which began before 1st September 2009; or

(b) the current course leads to an equivalent or lower qualification, where the student begins the course on or after 1st September 2009.

(1A) An eligible student does not qualify for a fee loan under this Part if—

(a) the current course is a course falling within regulation 2(1ZA)(e),(f),(g),(h) or (i); and

(b) the student has completed a previous course falling within regulation 2(1ZA)(e), (f), (g), (h) or (i) and achieved the intended qualification.

(2) Paragraph (1) does not apply where—

(a) the current course is a course for the initial training of teachers;

(b) the duration of the current course does not exceed two years ... ; and

(c) the student is not a qualified teacher.

(2ZA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(2A) Paragraph (1) does not apply where the current course—

(a) is a pre-registration course in an allied health profession subject, midwifery, nursing, nursing and social work or operating department practice;

(b) leads to—

(i) an ordinary degree or an honours degree;

(ii) in respect of a course in a dental profession subject, an ordinary degree, an honours degree, a diploma or a foundation degree; or

(iii) in respect of a course in operating department practice, an ordinary degree, an honours degree or a diploma;

(c) begins on or after 1st August 2017 .... or, in the case of a course in a dental profession subject, begins on or after 1st August 2018

(2B) Paragraph (1) does not apply where the current course is a postgraduate pre-registration course which begins on or after 1st August 2018.

(3) Paragraph (1) does not apply where the current course is a graduate entry accelerated programme.

(3A) Paragraph (1) does not apply to a current system student where the Secretary of State determines that the following conditions are satisfied—

(a) the student has provided all information required by the Secretary of State in relation to qualifications held by the student;

(b) that information is accurate; and

(c) the Secretary of State has provided written notification that the student qualifies for a fee loan under Chapter 3 of this Part in respect of —

(i) the first academic year of the current course, where the determination by the Secretary of State is made before the first day of the first academic year of the current course;

(ii) the academic year of the current course during which the determination by the Secretary of State is made; or

(iii) an academic year of the current course in respect of which the determination of the Secretary of State is made, which the student has completed before the making of that determination .

(4) Where the current course is considered to be a single course because of regulation 5(8) and (9) and it leads to a honours degree from an institution in the United Kingdom being conferred on the eligible student before the final degree or equivalent qualification, the eligible student is not prevented from qualifying for a fee loan under this Part in respect of any part of the single course by virtue of having that honours degree.

(5) Where an institution allows an eligible student to study the content of one standard academic year of the designated course over two or more academic years, for the purpose of determining whether the student qualifies for a fee loan for those years, the last of such years of study is to be treated as a standard academic year and the preceding years of that kind are to be treated as years of repeat study other than for compelling personal reasons.

(6) Where the eligible student is undertaking a designated course which is a distance learning course, the student does not qualify for support in respect of that course unless the Secretary of State considers that the student is undertaking the course in England on the first day of the first academic year .

(6A) For the purposes of paragraph (6), a person (“A”) is to be treated as being ordinarily resident in England for any period during which A would have been so resident but for the fact that—

(a) A,

(b) A’s spouse or civil partner,

(c) A’s parent, or

(d) in the case of a dependent direct relative in the ascending line, A’s child or child’s spouse or civil partner,

is or was temporarily employed in Wales, Scotland or Northern Ireland as a member of the regular naval, military or air forces of the Crown.

(7) A student qualifying for support in respect of a distance learning course will no longer qualify for support in respect of that course if the Secretary of State considers that the student is undertaking the course outside the United Kingdom.

(8) Paragraphs (6) and (7) do not apply to a person who is treated as being ordinarily resident in the United Kingdom by virtue of paragraph 1(4) of Schedule 1 on the basis of temporary employment falling within paragraph 1(5)(a) of that Schedule.

Section 14Current system students

A current system student (“A”) qualifies for a fee loan in respect of the fees payable by A in connection with A's attendance on or undertaking of a designated course in accordance with Chapter 3 of this Part.

Section 15Old system students

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 16Students becoming eligible in the course of an academic year

(1) Where—

(a) a course designation event which results in a student’s course becoming a designated course occurs in the course of an academic year;

(b) a protected category event which results in a student becoming an eligible student occurs—

(i) in the course of the first academic year of a course; and

(ii) on or before the course start date; or

(c) an in-year qualifying event which results in a student becoming an eligible student occurs within the first three months of an academic year,

the student may qualify for a fee loan in accordance with this Part in respect of that academic year.

(2) But a fee loan is not available in respect of any academic year beginning before the academic year in which the event in question occurs.

Section 17Events

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 18Students to be treated as in attendance on a course

(1) A student to whom this regulation applies is treated as if the student were in attendance on the designated course for the purpose of qualifying for a fee loan .

(2) This regulation applies to—

(a) a compressed degree student ; or

(b) a disabled student who—

(i) is not a compressed degree student ; and

(ii) is undertaking a designated course ... in the United Kingdom but is not in attendance because the student is unable to attend for a reason which relates to the student's disability.

Section 19Availability of fee loans to current system students - general

(1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(2) Subject to paragraph (3), a current system student does not qualify for a fee loan in respect of an academic year of a designated course that is —

(a) a bursary year;

(b) an Erasmus year of a course provided by an institution in Northern Ireland ...; or

(c) an Erasmus year of a course provided by an institution in England , Wales or Scotland where the course began before 1st September 2012 .

(3) Paragraph (2) does not apply where the current course is the graduate entry accelerated programme.

(3A) A current system student qualifies for a fee loan in respect of an academic year of the current course in accordance with paragraphs (3B) to (3E) where the Secretary of State determines that the conditions in regulation 13(3A) are satisfied.

(3B) If the Secretary of State makes the determination before the first day of the first academic year of the current course then the current system student qualifies for a fee loan in respect of the first academic year of the current course.

(3C) If the Secretary of State makes the determination on or after the first day of the first academic year of the current course then the current system student qualifies for a fee loan in respect of—

(a) the academic year of the current course during which the Secretary of State makes the determination; and

(b) an academic year of the current course which the student has completed prior to the Secretary of State making the determination.

(3D) Paragraphs (3B) and (3C) do not apply if the Secretary of State considers that there are exceptional circumstances.

(3E) Where the Secretary of State considers that there are exceptional circumstances, the Secretary of State may determine that the student should qualify for a fee loan in respect of one or more academic years of the current course, as appropriate, whether or not the student has completed those academic years prior to the Secretary of State making the determination.

(4) When assessing an application for support in respect of an academic year of a designated course, the Secretary of State must determine the “standard entitlement”.

(5) The standard entitlement is calculated in accordance with regulation 20, 21 or 22.

(6) When assessing an application for support in respect of an academic year of a designated course, the Secretary of State must allocate a fee loan from the standard entitlement first to the final standard academic year of the course and then to each preceding standard academic year in turn until the standard entitlement is exhausted or a fee loan has been allocated to each standard academic year of the course.

(7) A current system student qualifies for a fee loan in respect of a standard academic year of the designated course if the Secretary of State allocates a fee loan to that year when assessing the application for support for that year.

(8) In addition to the standard entitlement, a current system student who falls within regulation 21 and has failed to complete the most recent previous course because of compelling personal reasons qualifies for a fee loan in respect of the first academic year that the student takes of the designated course that is not—

(a) a bursary year;

(b) an Erasmus year of a course provided by an institution in Northern Ireland ...; or

(c) an Erasmus year of a course provided by an institution in England , Wales or Scotland which began before 1st September 2012.

(9) Where a current system student qualifies for a fee loan under paragraph (8), the Secretary of State must not allocate a fee loan under paragraph (6) to the first academic year that the student takes of the designated course that is not —

(a) a bursary year;

(b) an Erasmus year of a course provided by an institution in Northern Ireland ...; or

(c) an Erasmus year of a course provided by an institution in England , Wales or Scotland where the course began before 1st September 2012 .

(9A) In addition to the standard entitlement, a current system student qualifies for a fee loan in respect of an academic year of a current course in accordance with this paragraph and paragraphs (9D) and (9E) where―

(a) the student falls within regulation 21 or 22; and

(b) the Secretary of State determines that―

(i) the student has provided all information required by the Secretary of State in relation to all courses which have been undertaken and qualifications which are held by the student;

(ii) that information is accurate; and

(iii) the Secretary of State has provided written notification that the student qualifies for a fee loan under this regulation in respect of —

(aa) the first academic year of the current course, where the determination by the Secretary of State is made before the first day of the first academic year of the current course;

(bb) the academic year of the current course during which the determination by the Secretary of State is made;

(cc) an academic year of the current course in respect of which the determination of the Secretary of State is made, which the student has completed before the making of that determination .

(9B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(9C) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(9D) Paragraph (9A)(b)(iii) does not apply if the Secretary of State considers that there are exceptional circumstances.

(9E) Where the Secretary of State considers that there are exceptional circumstances, the Secretary of State may determine that the student should qualify for a fee loan in respect of one or more academic years of the current course, as appropriate, whether or not the student has completed those academic years prior to the Secretary of State making the determination.

(10) In addition to the standard entitlement, if the Secretary of State determines that the student is repeating an academic year of the designated course because of compelling personal reasons, a current system student qualifies for a fee loan in respect of the year of repeat study provided that the academic year that the student is repeating was a qualifying year of study and the year of repeat study is not a bursary year.

(11) A current system student qualifies for a fee loan in respect of an academic year of a designated course that is a year of repeat study which the student is taking other than for compelling personal reasons if—

(a) the academic year which the student is repeating was a qualifying year of study;

(b) the academic year of repeat study is not a bursary year; and

(c) when the academic year of repeat study is added to the number of any other academic years of repeat study that the student has already taken on the current course other than for compelling personal reasons, it does not exceed the number of additional years of support.

(12) In this regulation, the “number of additional years of support” is the number of years which make up the standard entitlement less the number of standard academic years (plus one where the student qualifies for a fee loan under paragraph (8)).

(13) The amount of the fee loan in respect of an academic year is determined in accordance with regulation 23 and may be nil.

Section 20Standard entitlement of current system students who have not studied on a previous course

The standard entitlement of a current system student who has not studied on a previous course is calculated as follows—

where

OD is the number of academic years that make up the ordinary duration of the course.

Section 21Standard entitlement of current system students who have transferred from or otherwise studied on a previous course

(1) The standard entitlement of a current system student who has studied on a previous course and who does not fall within regulation 22 is calculated as follows—

where

OD is the number of academic years that make up the ordinary duration of the course

PC is the number of academic years that the student has spent on previous courses.

(2) For the purposes of this regulation, a “ current system student who has studied on a previous course ” includes a current system student whose status as an eligible student has been transferred to the current course as a result of one or more transfers of that status by the Secretary of State pursuant to regulations made by the Secretary of State under section 22 of the 1998 Act from a designated course which—

(a) is a previous course; and

(b) the student began on or after 1st September 2006.

Section 22Standard entitlement of current system students on end-on courses and certain degree courses

(1) Where the current course began before 1st September 2009, this regulation applies to—

(a) a current system student who is on an end-on course of the kind described in paragraph (a) or (b) of the definition of “end-on course” in regulation 2;

(b) a current system student who—

(i) has completed a full-time course mentioned in paragraph 2 or 3 of Schedule 2;

(ii) is on a full-time first degree course (other than a first degree course for the initial training of teachers) that the student did not begin immediately after the course referred to in paragraph (i); and

(iii) has not taken (in whole or in part) a full-time first degree course after the course referred to in paragraph (i) and before the current course;

(c) a current system student who—

(i) has completed a full-time foundation degree course;

(ii) is on a full-time honours degree course that the student did not begin immediately after the course referred to in paragraph (i); and

(iii) has not taken (in whole or in part) a full-time first degree course after the course referred to in paragraph (i) and before the current course.

(2) Where the current course begins on or after 1st September 2009, this regulation applies to a current system student who—

(a) has completed a course specified in paragraph (2A) and achieved a qualification;

(b) is on a full-time honours degree course (other than a first degree course for the initial training of teachers); and

(c) has not taken (in whole or in part) a full-time first degree course after the course referred to in paragraph (a) and before the current course.

(2A) The courses mentioned in paragraph (2)(a) are—

(a) an intensive course;

(b) a course mentioned in paragraph 2, 3 or 4 of Schedule 2 or overseas equivalent;

(c) a course mentioned in paragraph 12 of Schedule 2;

(d) a foundation degree course or overseas equivalent.

(2B) For the purposes of paragraph (2)(a) it does not matter whether a course specified in paragraph (2A)(b), (c) or (d) was completed on a full-time, part-time or full-time distance learning basis.

(3) Regulations 20 and 21 do not apply to students to whom this regulation applies.

(4) The standard entitlement of a student to whom paragraph (1) applies is calculated as follows—

where

D is the greater of 3 and the number of academic years that make up the ordinary duration of the course

X is 1 where the ordinary duration of the preliminary course (or preliminary courses in total) was less than three years and 2 where the ordinary duration of the preliminary course (or preliminary courses in total) was three years

PrC is the number of academic years that the student spent on preliminary courses (including any academic years that the student began or ceased to attend part of the way through the year), excluding any years of repeat study for compelling personal reasons.

(5) ...The standard entitlement of a student to whom paragraph (2) applies is calculated as follows–-

where

D is the greater of 3 and the number of academic years that make up the ordinary duration of the course

X is—

1 where the ordinary duration of the preliminary course (or preliminary courses in total) was less than three years, and

where the ordinary duration of the preliminary course (or preliminary courses in total) was three years or more, the ordinary duration minus 1

PrC is the number of academic years that the student spent on preliminary courses (including any academic years that the student began or ceased to attend part of the way through the year), excluding any years of repeat study for compelling personal reasons.

(6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 23Amount of the fee loan

(1) For the purposes of this Part,—

(a) where a student (“A”) transfers to the current course pursuant to regulation 7 on or after 1st September 2012 from a full time course beginning before 1st September 2012; or

(b) where the current course is an end-on course of the kind described in paragraph (e) of the definition of “end-on course” in regulation 2;

the current course is treated as beginning before 1st September 2012 in relation to A.

(1A) In this regulation “new accelerated course” means an accelerated course which begins on or after 1st August 2019.

(2) The amount of a fee loan in respect of an academic year of a designated course must not exceed the lesser of—

(a) the fees payable by the student in connection with that year; and

(b) the maximum amount.

(3) For the purposes of this regulation, the “ maximum amount ” means—

(a) £3,465 where the current course began before 1st September 2012 unless paragraph (5) , (5A) , (6), (6A) or (6B) applies; ...

(b) £9,535 where the current course—

(i) begins on or after 1st September 2012; and

(ii) is provided by or on behalf of an approved (fee cap) provider in England ;

unless paragraph (3)(d) or (e), (6) , (6A), (6B), (6C) or (8) applies;

(c) £9,535 where the current course is a course for the initial training of teachers provided by an accredited institution which is an unregistered provider, unless paragraph (6)(b), (6A)(b), (6B)(b) or (6C) applies; ...

(d) where the current course is a new accelerated course provided by or on behalf of an approved (fee cap) provider in England—

(i) £11,440 unless paragraph (7A), (7B) or (7C) applies;

(ii) £2,285 where paragraph (7A) applies; or

(iii) £1,715 where paragraph (7B) or (7C) applies ; or

(e) £5,760 where—

(i) the current course is provided by or on behalf of an approved (fee cap) provider in England, and

(ii) the academic year in respect of which the person is applying for support—

(aa) begins on or after 1st August 2025, and

(bb) is a lower-fee foundation year.

(4) Where the current course begins on or after 1st September 2012 and—

(a) is provided by an approved provider in England (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution);

(b) is provided by an unregistered provider, a private institution or a non-regulated institution on behalf of an approved provider; or

(c) is provided by an unregistered provider in England (other than on behalf of an approved or an approved (fee cap) provider where the course began before 1st August 2019; and

(d)

(i) in a case specified in sub-paragraph (a) or (b) the provider of the course does not have a high level quality rating; or

(ii) in a case specified in sub-paragraph (c) the provider of the course did not have a high level quality rating in the academic year starting before 1st August 2019,

the “maximum amount” is the amount specified in paragraph (4ZA).

(4ZA) The maximum amount is—

(a) £6,185 , unless sub-paragraph (e) or (f), or paragraph (7), (7A), (7B) or (8) applies;

(b) £3,090 where paragraph (7) applies and sub-paragraph (e) does not apply;

(c) £1,235 where paragraph (7A) applies and sub-paragraph (e) does not apply;

(d) £925 where paragraph (7B) applies and sub-paragraph (e) does not apply; ...

(e) in the case of a new accelerated course—

(i) £7,420 , unless paragraph (7A) or (7B) applies;

(ii) £1,480 where paragraph (7A) applies; or

(iii) £1,110 where paragraph (7B) applies ; or

(f) £3,735 where the academic year in respect of which the person is applying for support—

(i) begins on or after 1st August 2025, and

(ii) is a lower-fee foundation year.

(4A) Where the current course begins on or after 1st September 2012 and—

(a) is provided by an approved provider, a private institution or a non-regulated institution (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution);

(b) is provided by an unregistered provider in England on behalf of an approved provider; or

(c) is provided by an unregistered provider in England (other than on behalf of an approved or an approved (fee cap) provider) where the course began before 1st August 2019; and

(d)

(i) in a case specified in sub-paragraph (a) or (b) the provider of the course has a high level quality rating; or

(ii) in a case specified in sub-paragraph (c) the provider of the course had a high level quality rating in the academic year starting before 1st August 2019,

the “maximum amount” is the amount specified in paragraph (4B).

(4B) The maximum amount is—

(a) £6,355 , or £7,625 in the case of a new accelerated course, unless sub-paragraph (k), or paragraph (7), (7A), (7B) or (8) applies;

(b) £3,175 where paragraph (7) applies and the current course is not an accelerated course;

(c) £1,270 , or £1,525 in the case of a new accelerated course, where paragraph (7A) applies and the course is provided by an approved provider in England (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution);

(d) £1,270 where paragraph (7A) applies, the course is provided by a private institution in Wales (other than on behalf of an approved (fee cap) provider or a publicly funded institution) and began before 1st September 2017;

(e) £1,270 where paragraph (7A) applies, the course is provided by a non-regulated institution in Wales (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution) and the course begins on or after 1st September 2017;

(f) £3,175 where paragraph (7A) applies and the course is provided by a private institution in Northern Ireland or Scotland (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution);

(g) £950 , or £1,140 in the case of a new accelerated course, where paragraph (7B) applies and the course is provided by an approved provider in England (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution);

(h) £950 where paragraph (7B) applies, the course is provided by a private institution in Wales (other than on behalf of an approved (fee cap) provider or a publicly funded institution), and began before 1st September 2017;

(i) £950 where paragraph (7B) applies, the course is provided by a non-regulated institution in Wales (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution), and begins on or after 1st September 2017;

(j) £3,175 where paragraph (7B) applies and the course is provided by a private institution in Northern Ireland or Scotland (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution) ; or

(k) £3,835 where the academic year in respect of which the person is applying for support—

(i) begins on or after 1st August 2025, and

(ii) is a lower-fee foundation year.

(5) Where the current course began on or after 1st August 2012 and is provided by or on behalf of an institution in Scotland or Northern Ireland , the “maximum amount” is—

(a) £9,535 where the course is provided by or on behalf of a publicly funded institution, unless sub-paragraph (ba), or paragraph (7), (7A), (7B) or (8) applies;

(b) £6,185 where the course is provided by a private institution (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution ), unless sub-paragraph (bb), or paragraph (4A), (7), (7A), (7B) or (8) applies;

(ba) £5,760 where—

(i) the current course is provided by or on behalf of a publicly funded institution, and

(ii) the academic year in respect of which the person is applying for support—

(aa) begins on or after 1st August 2025, and

(bb) is a lower-fee foundation year;

(bb) £3,735 where—

(i) the current course is provided by a private institution (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution), unless paragraph (4A) applies, and

(ii) the academic year in respect of which the person is applying for support—

(aa) begins on or after 1st August 2025, and

(bb) is a lower-fee foundation year;

(c) £4,765 where the course is provided by or on behalf of a publicly funded institution and paragraph (7), (7A) or (7B) applies;

(d) £3,090 where the course is provided by a private institution (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution ) and paragraph (7), (7A) or (7B) applies, unless paragraph (4A) applies.

(5ZA) Where the current course begins on or after 1st August 2012 and before 1st September 2017, and is provided by or on behalf of an institution in Wales, the “maximum amount” is—

(a) £9,535 where the course is provided by or on behalf of a publicly funded institution, unless paragraph (7), (7A), (7B) or (8) applies;

(b) £6,185 where the course is provided by a private institution (other than on behalf of an approved (fee cap) provider or a publicly funded institution), unless paragraph (4A), (7), (7A), (7B) or (8) applies;

(c) £4,765 where the course is provided by or on behalf of a publicly funded institution, and paragraph (7) applies;

(d) £3,090 where the course is provided by a private institution (other than on behalf of an approved (fee cap) provider or a publicly funded institution) and paragraph (7) applies, unless paragraph (4A) applies;

(e) £1,905 where the course is provided by or on behalf of a publicly funded institution, and paragraph (7A) applies;

(f) £1,235 where the course is provided by a private institution (other than on behalf of an approved (fee cap) provider or a publicly funded institution) and paragraph (7A) applies, unless paragraph (4A) applies;

(g) £1,430 where the course is provided by or on behalf of a publicly funded institution, and paragraph (7B) applies; or

(h) £925 where the course is provided by a private institution (other than on behalf of an approved (fee cap) provider or a publicly funded institution) and paragraph (7B) applies, unless paragraph (4A) applies.

(5ZB) Where the current course begins on or after 1st September 2017, and is provided by or on behalf of an institution in Wales, the “maximum amount” is—

(a) £9,535 where the course is provided by or on behalf of a regulated institution, unless sub-paragraph (ba), or paragraph (7), (7A), (7B) or (8) applies;

(b) £6,185 where the course is provided by a non-regulated institution (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution) , unless sub-paragraph (bb), or paragraph (4A), (7), (7A), (7B) or (8) applies;

(ba) £5,760 where—

(i) the current course is provided by or on behalf of a regulated institution, and

(ii) the academic year in respect of which the person is applying for support—

(aa) begins on or after 1st August 2025, and

(bb) is a lower-fee foundation year;

(bb) £3,735 where—

(i) the current course is provided by a non-regulated institution (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution), unless paragraph (4A) applies, and

(ii) the academic year in respect of which the person is applying for support—

(aa) begins on or after 1st August 2025, and

(bb) is a lower-fee foundation year;

(c) £4,765 where the course is provided by or on behalf of a regulated institution, and paragraph (7) applies;

(d) £3,090 where the course is provided by a non-regulated institution (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution) and paragraph (7) applies, unless paragraph (4A) applies;

(e) £1,905 where the course is provided by or on behalf of a regulated institution, and paragraph (7A) applies;

(f) £1,235 where the course is provided by a non-regulated institution (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution) and paragraph (7A) applies, unless paragraph (4A) applies;

(g) £1,430 where the course is provided by or on behalf of a regulated institution, and paragraph (7B) applies; or

(h) £925 where the course is provided by a non-regulated institution (other than on behalf of an approved (fee cap) provider, a publicly funded institution or a regulated institution) and paragraph (7B) applies, unless paragraph (4A) applies.

(5A) Where the current course began before 1st August 2012 and is provided by an institution in Northern Ireland, the maximum amount is £4,030 , or, where paragraph (7), (7A) or (7B) applies, £2,005 .

(6) Where paragraph (7) applies , the “maximum amount” is—

(a) £1,725 where the current course began before 1st September 2012 unless paragraph (5) or (5A) applies; or

(b) £4,765 where the current course began on or after 1st September 2012 unless paragraph (4) (4A), (5), (5ZA) or (5ZB) applies.

(6A) Where paragraph (7A) applies, the “maximum amount” is—

(a) £1,725 where the current course began before 1st September 2012, unless paragraph (5) or (5A) applies;

(b) £1,905 where the current course began on or after 1st September 2012 and is provided by or on behalf of an approved (fee cap) provider or by an accredited institution which is an unregistered provider in England ..., unless paragraph (3)(d) applies; or

(c) £4,765 where the current course began on or after 1st September 2012 and is provided by or on behalf of a publicly funded institution in Northern Ireland or Scotland ....

(6B) Where paragraph (7B) applies, the “maximum amount” is—

(a) £1,725 where the current course began before 1st September 2012, unless paragraph (5) or (5A) applies;

(b) £1,430 where the current course began on or after 1st September 2012 and is provided by or on behalf of an approved (fee cap) provider or by an accredited institution which is an unregistered provider in England ..., unless paragraph (3)(d) applies; or

(c) £4,765 where the current course began on or after 1st September 2012 and is provided by or on behalf of a publicly funded institution in Northern Ireland or Scotland ....

(6C) Where paragraph (7C) applies, the “maximum amount” is—

(a) £1,430 where the course is provided by or on behalf of a publicly funded or regulated institution in Wales; or

(b) £1,430 where the course is provided—

(i) by or on behalf of an approved (fee cap) provider;

(ii) by an accredited institution which is an unregistered provider in England; or

(iii) by or on behalf of a publicly funded institution in Scotland.

(7) This paragraph applies in respect of —

(a) the final academic year of a designated course where that academic year is normally required to be completed after less than 15 weeks' attendance; or

(b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(c) in respect of a course for the initial training of teachers which—

(i) began before 1st September 2010; or

(ii) begins on or after 1st September 2010 where the student transfers to the current course pursuant to regulation 7 from a course for the initial training of teachers beginning before 1st September 2010,

an academic year during which any periods of full-time study are in aggregate less than 10 weeks;

(d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(7A) This paragraph applies in respect of an academic year of a sandwich course—

(a) during which any periods of full-time study are in aggregate less than 10 weeks; or

(b) if in respect of that academic year and any previous academic years of the course the aggregate of any one or more periods of attendance which are not periods of full-time study at the institution (disregarding intervening vacations) exceeds 30 weeks.

(7B) This paragraph applies in respect of an academic year of a course provided in conjunction with an overseas institution which is not an Erasmus year—

(a) during which any periods of full-time study at the institution in the United Kingdom are in aggregate less than 10 weeks; or

(b) if in respect of that academic year and any previous academic years of the course the aggregate of any one or more periods of attendance which are not periods of full-time study at the institution in the United Kingdom (disregarding intervening vacations) exceeds 30 weeks.

(7C) This paragraph applies in respect of an Erasmus year of a course provided by an institution in England , Wales or Scotland which began on or after 1st September 2012.

(8) Where the current course is a graduate entry accelerated programme, the “maximum amount” is £5,964 for the first academic year of the course, otherwise £5,707 .

(8A) But paragraph (8B) applies where—

(a) a designated course is provided by or on behalf of a publicly funded institution in Scotland, Northern Ireland or Wales or a regulated institution in Wales, or by an institution in Scotland, Northern Ireland or Wales on behalf of an approved (fee cap) provider;

(b) on or before the date on which these Regulations are made, the Secretary of State has notified to an institution referred to in sub-paragraph (a) a level for the number of students starting the first year of courses at that institution in respect of an academic year commencing on or after 1st August 2020 and before 1st August 2021 (“AY 2020/21”), and

(c) the number of students to whom that level applies is exceeded by that institution in AY 2020/21.

(8B) The maximum amounts set out in this regulation are reduced in respect of that institution in relation to the first academic year of a current course where that course commences on or after 1st August 2021 and before 1st August 2022—

(a) by 3% where the level is exceeded but not by more than 6%;

(b) by 9% where the level is exceeded by more than 6% but not more than 12%;

(c) by 15% where the level is exceeded by more than 12%.

(9) A student may apply to the Secretary of State to reduce the amount of loan for which the student has applied in respect of a period of the academic year for which the academic authority has not made a request to the Secretary of State for payment of the fee loan or fee loan instalment under regulation 113.

Section 24Amount of fee loan for transferring students

(1) If a student's status as an eligible student is transferred from one designated course to another under regulation 7 and the circumstances in paragraph (2) apply, the student may apply to the Secretary of State to borrow an additional amount by way of a fee loan in respect of the academic year of the course to which that student transfers.

(2) The circumstances are—

(a) the fees payable in respect of the academic year of the course to which the current system student transfers exceed the fees payable in respect of the academic year of the course from which the student is transferring; and

(b) the academic year of the course to which the current system student transfers does not begin on a later date than the academic year of the course from which the student is transferring.

(3) If a student's status as an eligible student is transferred from one designated course to another under regulation 7 and the circumstances in paragraph (4) apply, the student may apply to the Secretary of State for another fee loan in respect of the academic year of the course to which the student transfers.

(4) The circumstances are that the academic year of the course to which the current system student transfers begins on a later date than the academic year of the course from which that student is transferring.

(5) Where the circumstances in paragraph (2) apply, the maximum additional amount that the current system student may borrow in respect of the academic year to which that student transfers, provided that the student qualifies for a fee loan in respect of that year, is determined by deducting the amount of any fee loan the student has taken out under these Regulations in respect of the academic year from which the student is transferring from the lesser of—

(a) the maximum amount specified in paragraphs (3) to (6C) of regulation 23 applicable in the student's case; and

(b) the fees payable by the student in respect of the academic year to which the student is transferring.

(6) Where the circumstances in paragraph (4) apply, the maximum amount of fee loan that a current system student may borrow in respect of the academic year to which that student transfers provided that the student qualifies for a fee loan in respect of that year is the lesser of—

(a) the amount specified in paragraphs (3) to (6C) of regulation 23 applicable in the student's case; and

(b) the fees payable by the student in connection with that year.

(7) Where a current system student has applied for a fee loan of less than the maximum amount available in relation to an academic year, that student may apply to borrow an additional amount which when added to the amount already applied for does not exceed the relevant maximum applicable in that student's case.

(8) If a student's status as an eligible student is transferred from one course to another under these Regulations and the circumstances in paragraph (9) apply, the student may apply to the Secretary of State to reduce the amount of fee loan applied for in respect of the remainder of the academic year.

(9) The circumstances are—

(a) the fees payable in respect of the academic year of the course to which the current system student transfers are lower than the fees payable in respect of the academic year of the course from which the student is transferring;

(b) the academic year of the course to which the current system student transfers does not begin on a later date than the academic year of the course from which the student is transferring.

(10) For the purposes of paragraph (9), the “ remainder of the academic year ” means the period of the academic year in respect of which the academic authority has not made a request to the Secretary of State for payment of the fee loan or fee loan instalment.

Section 25Old system students who are continuing students.

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Section 26Old system students who are transferring students

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Section 27Old system students who are on end-on courses

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Section 28Old system students who are gap year students who have not studied on a previous course

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Section 29Old system students who are gap year students who have studied on a previous course

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Section 30Availability of the grant for fees to old system students for years of repeat study

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Section 31Amount of the grant for fees for a course at a publicly funded institution

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Section 32Amount of the grant for fees for a course that is provided at a private institution on behalf of a publicly funded institution

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Section 33Amount of the grant for fees for a course at a private institution

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Section 34Availability of fee contribution loans to old system students

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Section 35Amount of the fee contribution loan

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Section 36Current system students

The following grants are available to a current system student in connection with a designated course if the student meets the relevant qualifying conditions in this Part—

(a) disabled students' allowance;

(b) grant for dependants;

(c) grant for travel;

(d) maintenance grant or special support grant.

Section 37Old system students

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Section 38General qualifying conditions for grants for living and other costs

(1) An eligible student qualifies for a grant under this Part provided that the student—

(a) is not excluded from qualification by any of the following paragraphs; and

(b) satisfies the qualifying conditions for the particular grant for which the student is applying.

(2) An eligible student does not qualify for a grant under this Part, other than for a disabled students' allowance, in respect of a distance learning course unless the student is treated as being in attendance on the designated course under regulation 39 .

(3) An eligible student does not qualify for a grant under this Part if the only paragraph or paragraphs in Part 2 of Schedule 1 into which the student falls is one or more of paragraphs 2A, 3(1)(d)(ii), 6A(1)(c)(ii), 7A(1)(b)(ii), 9, 9A, 9BA, 9BB, 9C, 9D, 10, 10ZA, 11A(c)(ii) and 12A(d)(ii).

(4) An eligible student does not qualify for a grant under this Part in respect of—

(a) an academic year which is a bursary year .

(b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(6) Subject to paragraph (6A), an eligible student does not qualify for a grant under this Part in respect of any academic year of a sandwich course where the periods of full-time study are in aggregate less than 10 weeks unless the periods of work experience constitute unpaid service.

(6A) Paragraph (6) does not apply in respect of disabled students’ allowance paid on or after the date this paragraph comes into force in relation to an academic year beginning on or after 1st August 2024 where the grant relates to providing a student with—

(a) technical support for,

(b) repairs to, or

(c) replacement of,

relevant equipment or software.

(6B) For the purposes of paragraph (6A), “ relevant equipment or software ” means—

(a) equipment or software that was funded, in whole or in part, by the disabled students’ allowance and provided to the student in an earlier year—

(i) of the current course, or

(ii) of an earlier course, where the Secretary of State has transferred the disabled students’ allowance to the current course;

(b) equipment or software not falling within sub-paragraph (a) for which the student was reimbursed, in whole or in part, by the disabled student’s allowance;

(c) equipment not falling within sub-paragraph (a) or (b)—

(i) of which the student had use at the time the Secretary of State assessed the student’s application for support, and

(ii) with which the Secretary of State determined the student would have been eligible to be provided had the student not already had use of suitable equipment;

(d) software not falling within sub-paragraph (a) or (b)—

(i) of which the student had use at the time the Secretary of State assessed the student’s application for support,

(ii) with which the Secretary of State determined the student would have been eligible to be provided had the student not already had use of suitable software, and

(iii) of which the student no longer has use—

(aa) following the expiry of the software licence,

(bb) following an upgrade to or of the computer running the software, or

(cc) for reasons beyond the student’s control;

(e) equipment or software that has been replaced under paragraph (6A)(c).

(7) For the purposes of paragraph (6), “ unpaid service ” means—

(a) unpaid service in a hospital or in a public health service laboratory or with an integrated care board in the United Kingdom;

(b) unpaid service with a local authority in the United Kingdom acting in the exercise of its functions relating to the care of children and young persons, health or welfare or with a voluntary organisation providing facilities or carrying out activities of a like nature in the United Kingdom;

(ba) unpaid service with a local authority (within the meaning of section 2B of the National Health Service Act 2006) acting in the exercise of public health functions (within the meaning of that Act);

(c) unpaid service in the prison or probation and aftercare service in the United Kingdom;

(d) unpaid research in an institution in the United Kingdom or, in the case of a student attending an overseas institution as part of the student's course, in an overseas institution; ...

(e) unpaid service with—

(i) a Special Health Authority established pursuant to section 28 of the National Health Service Act 2006;

(ia) NHS England ;

(ib) the National Institute for Health and Care Excellence;

(ic) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(ii) a Local Health Board established pursuant to section 11 of the National Health Service (Wales) Act 2006 or a Special Health Authority established pursuant to section 22 of that Act ;

(iii) a Health Board or a Special Health Board constituted under section 2 of the National Health Service (Scotland) Act 1978 ; ...

(iv) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(v) the Department of Health in Northern Ireland;

(vi) the Regional Agency for Public Health and Social Well-being established under section 12 of the Health and Social Care (Reform) Act (Northern Ireland) 2009 ; or

(vii) a Health and Social Care trust established under Article 10 of the Health and Personal Social Services (Northern Ireland) Order 1991 ; or

(f) unpaid service with either House of Parliament.

(8) Where a protected category event which results in a student becoming an eligible student occurs—

(a) in the course of the first academic year of a course; and

(b) on or before the course start date,

the student may qualify for a particular grant in accordance with this Part in respect of that academic year.

(8A) Subject to paragraph (8B), where—

(a) a course designation event which results in a student’s course becoming a designated course occurs in the course of an academic year; or

(b) an in-year qualifying event (other than a settled status event) which results in a student becoming an eligible student occurs in the course of an academic year,

the student may qualify for a particular grant in accordance with this Part in respect of part of that academic year.

(8B) A student does not qualify for such a grant in respect of any academic year beginning before the academic year in which the event in question occurs.

(9) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(10) Subject to paragraph (11), an eligible student does not qualify for a grant under this Part if the student is a prisoner.

(11) Paragraph (10) does not apply in respect of disabled students' allowance for a course beginning before 1st September 2012.

Section 39Students who are treated as in attendance

(1) A student to whom this regulation applies is treated as being in attendance on the designated course for the purpose of qualifying for the following grants—

(a) disabled students' allowance;

(b) grant for dependants;

(c) maintenance grant or special support grant;

(d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(2) This regulation applies to—

(a) a compressed degree student ;

(b) a student on a period of study or period of work placement in an Erasmus year;

(c) a disabled student who—

(i) is not a compressed degree student ; and

(ii) is undertaking a designated course in the United Kingdom but is not in attendance because the student is unable to attend for a reason which relates to the student's disability.

Section 40Qualifying conditions for the disabled students' allowance

(1) Subject to paragraphs (2) to (4), a student qualifies for a grant under regulation 40A if the student—

(a) is an eligible student; and

(b) has a disability.

(2) A student does not qualify for a grant under regulation 40A in respect of a distance learning course starting on or after 1st September 2012 unless the Secretary of State considers that the student is undertaking the designated course in England on the first day of the first academic year.

(2A) For the purposes of paragraph (2), a person (“A”) is to be treated as being ordinarily resident in England for any period during which A would have been so resident but for the fact that—

(a) A,

(b) A’s spouse or civil partner,

(c) A’s parent, or

(d) in the case of a dependent direct relative in the ascending line, A’s child or child’s spouse or civil partner,

is or was temporarily employed in Wales, Scotland or Northern Ireland as a member of the regular naval, military or air forces of the Crown.

(3) A student who would otherwise qualify for a grant under regulation 40A in respect of a distance learning course does not qualify for that grant in respect of that course if the Secretary of State considers that the student is undertaking the course outside of the United Kingdom.

(3A) Paragraphs (2) and (3) do not apply to a person who is treated as being ordinarily resident in the United Kingdom by virtue of paragraph 1(4) of Schedule 1 on the basis of temporary employment falling within paragraph 1(5)(a) of that Schedule.

(4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 40APayment of the disabled students’ allowance

(1) The Secretary of State is authorised to pay the disabled students’ allowance to a student (“A”) who qualifies for that grant under regulation 40 for the purpose of assisting with the additional expenditure which A is obliged to incur in connection with A’s attendance on or undertaking of a designated course by reason of A’s disability.

(2) The expenditure for which the grant may be paid includes, in particular—

(a) expenditure on a non-medical personal helper;

(b) expenditure on major items of specialist equipment;

(c) travel expenditure.

Section 41Amount of the disabled students' allowance

(1) Subject to the following paragraphs, the amount of the disabled students' allowance is the amount that the Secretary of State considers appropriate in accordance with the student's circumstances.

(1A) Subject to paragraph (2), the amount of the disabled students’ allowance in respect of additional expenditure on a computer must not exceed an amount equal to the additional expenditure incurred less £200.

(2) The amount of the disabled students’ allowance in respect of an academic year—

(a) for expenditure other than travel expenditure, must not exceed £27,783 ;

(b) for travel expenditure, must not exceed an amount equal to that expenditure.

(3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(7) Subject to paragraph (8), the disabled students’ allowance is payable in respect of the four quarters of the academic year ....

(8) Where a protected category event which results in a student becoming an eligible student occurs—

(a) in the course of the first academic year of a course; and

(b) on or before the course start date,

the student may qualify for the disabled students’ allowance in respect of the four quarters of that academic year.

(8A) Where—

(a) a course designation event which results in a student’s course becoming a designated course occurs in the course of an academic year; or

(b) an in-year qualifying event (other than a settled status event) which results in a student becoming an eligible student occurs in the course of an academic year,

the student may qualify for the disabled students’ allowance in respect of the qualifying quarters.

(8B) For the purposes of paragraph (8A) “ the qualifying quarters ” means—

(a) the quarter in which the relevant event occurs; and

(b) if relevant, such other quarters as begin after the relevant event occurs.

(9) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 42Interpretation of Chapter 4

(1) In regulations 44 to 47—

(a) subject to sub-paragraph (n), “ adult dependant ” means, in relation to an eligible student, an adult person dependent on the student other than the student's child, the student's partner (including a spouse or civil partner from whom the Secretary of State considers the student is separated) or the student's former partner;

(b) “ child ” in relation to an eligible student includes any child of the student's partner who is dependent on the student and any child for whom the student has parental responsibility who is dependent on the student;

(c) “ dependant ” means, in relation to an eligible student, the student's partner, the student's dependent child or an adult dependant, who in each case is not an eligible student and does not hold a statutory award;

(d) “ dependent ” means wholly or mainly financially dependent;

(e) “ dependent child ” means, in relation to an eligible student, a child dependent on the student;

(f) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(g) “ net income ” has the meaning given in paragraph (2);

(ga) “preceding financial year” means the financial year immediately preceding the relevant year;

(gb) “prior financial year” means the financial year immediately preceding the preceding financial year;

(gc) “relevant year” means the academic year of the course in respect of which the eligible student’s dependants’ income falls to be assessed;

(gd) “residual income” means taxable income after the application of paragraph (5) (in the case of an eligible student’s partner) or paragraph (6) (in the case of an eligible student’s adult dependants);

(ge) “taxable income” means, in respect of the prior financial year—

(i) the total income on which a person (“A”) is charged to income tax as determined at Step 1 of the calculation in section 23 of the Income Tax Act 2007, together with any payments and other benefits mentioned in section 401(1) of the Income Tax (Earnings and Pensions) Act 2003 (ignoring section 401(2) of that Act), received or treated as received by A, to the extent that they are not a component of the total income on which A is charged to income tax;

(ii) A’s total income from all sources as determined for the purposes of the income tax legislation of a Member State which applies to A’s income; or

(iii) where the legislation of—

(aa) the United Kingdom and one or more Member States; or

(bb) more than one Member State

applies to the period, A’s total income from all sources as determined for the purposes of the income tax legislation under which the Secretary of State considers that A’s total income in that period is greatest,

except that no account is taken of income referred to in paragraph (1A) paid to another party;

(h) subject to sub-paragraphs (i), (j), (k), (l) and (m), “ partner ” means any of the following—

(i) the spouse of an eligible student;

(ii) the civil partner of an eligible student;

(iii) a person ordinarily living with an eligible student as if that person were the student's spouse where an eligible student falls within paragraph 2(1)(a) of Schedule 4 and began the specified designated course on or after 1st September 2000;

(iv) a person ordinarily living with an eligible student as if that person were the student's civil partner where an eligible student falls within paragraph 2(1)(a) of Schedule 4 and began the specified designated course on or after 1st September 2005;

(i) unless otherwise indicated, a person who would otherwise be a partner under sub-paragraph (h) is not to be treated as a partner if—

(i) in the opinion of the Secretary of State, that person and the eligible student are separated; or

(ii) the person is ordinarily living outside the United Kingdom and is not maintained by the eligible student;

(j) for the purposes of the definition of “adult dependant”, a person is to be treated as a partner if that person would be a partner under sub-paragraph (h) but for the fact that the eligible student with whom that person is ordinarily living does not fall within paragraph 2(1)(a) of Schedule 4;

(k) for the purposes of the definition of child , a person is to be treated as a partner if that person would be a partner under sub-paragraph (h) but for the date on which the eligible student began the specified designated course or the fact that the eligible student with whom that person is ordinarily living does not fall within paragraph 2(1)(a) of Schedule 4;

(l) for the purposes of regulation 45—

(i) sub-paragraph (i) does not apply; and

(ii) a person is to be treated as a partner if that person would be a partner under sub-paragraph (h) but for the fact that the eligible student with whom that person is ordinarily living does not fall within paragraph (2)(1)(a) of Schedule 4;

(m) for the purposes of determining whether a person is the former partner of an eligible student's partner, “ partner ” in relation to an eligible student's partner means—

(i) the spouse of an eligible student's partner;

(ii) the civil partner of an eligible student's partner;

(iii) where the eligible student began the specified designated course on or after 1st September 2000, a person (“A”) ordinarily living with an eligible student's partner (“B”) as if A were B's spouse;

(iv) where the eligible student began the specified designated course on or after 1st September 2005, a person “A” ordinarily living with an eligible student's partner “B” as if A were B's civil partner;

(n) subject to sub-paragraph (o), for the purposes of the definitions of “adult dependant” and “dependent child”, the Secretary of State may treat an adult person or child as dependent on an eligible student if the Secretary of State is satisfied that the adult person or child—

(i) is not dependent on—

(aa) the eligible student; or

(bb) the student's partner; but

(ii) is dependent on the eligible student and the student's partner together;

(o) the Secretary of State must not treat an adult person (“A”) as dependent on an eligible student in accordance with sub-paragraph (n), if A is—

(i) the spouse or civil partner of the eligible student's partner (including a spouse or civil partner from whom the Secretary of State considers the eligible student's partner is separated); or

(ii) the former partner of the eligible student's partner.

(1A) The income referred to in this paragraph is any benefits under a pension arrangement pursuant to an order made under section 23 of the Matrimonial Causes Act 1973 which includes provision made by virtue of sections 25B(4) and 25E(3) of that Act or pension benefits under Part 1 of Schedule 5 to the Civil Partnership Act 2004 which includes provision made by virtue of Parts 6 and 7 of that Schedule.

(2) ...A dependant's net income is the dependant's income from all sources (for the relevant year for the purposes of regulation 44(2)(b) and for the prior financial year for the purposes of regulation 47 ) reduced by the amount of income tax and social security contributions payable in respect of it but disregarding—

(a) any pension, allowance, or other benefit paid by reason of a disability or incapacity to which the dependant is subject;

(b) child benefit payable under Part IX of the Social Security Contributions and Benefits Act 1992 ;

(c) any financial support payable to the dependant by a local authority in accordance with regulations made under sections 2, 3 and 4 of the Adoption and Children Act 2002 ;

(d) any guardian's allowance to which the dependant is entitled under section 77 of the Social Security Contributions and Benefits Act 1992;

(e) in the case of a dependant with whom a child being looked after by a local authority is boarded out, any payment made to that dependant in pursuance of section 22C of the Children Act 1989 or, as the case may be, any payment made under section 81 of the Social Services and Well-being (Wales) Act 2014 ;

(f) any payments made to the dependant under section 15 of and Schedule 1 to the Children Act 1989 in respect of a person who is not the dependant's child or any assistance given by a local authority pursuant to section 24 of that Act or section 104 of the Social Services and Well-being (Wales) Act 2014 in so far as that section applies to category 5 and 6 young persons within the meaning of that Act ;

(g) any child tax credit to which the dependant is entitled under Part I of the Tax Credits Act 2002 ; ...

(h) a higher education bursary paid to the dependent;

(i) in the case of a dependant who is entitled to an award of universal credit—

(i) any amount that is included in the calculation of the award, under regulation 27(1) of the Universal Credit Regulations 2013, in respect of the fact that the dependant has ... or limited capability for work and work-related activity;

(ii) any amount or additional amount that is included in the calculation of the award under regulation 24 of those Regulations (the child element) .

(3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(3A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(4) For the purposes of paragraph (2), where the dependant is a dependent child and payments are made to the eligible student towards the child's maintenance, those payments are to be treated as the child's income.

(5) An eligible student’s partner’s residual income is determined in accordance with paragraph 6 of Schedule 4.

(6) An eligible student’s adult dependants’ residual income is determined in accordance with paragraph 5 of Schedule 4 (other than sub-paragraphs (3)(b) and (c), (4)(b) and (c), (9), (10) and (11) of paragraph 5), references to the parent being construed as references to the eligible student’s adult dependants.

Section 43General

(1) The grant for dependants consists of the following elements—

(a) adult dependants' grant;

(b) childcare grant;

(c) parents' learning allowance.

(2) The qualifying conditions for each element and the amounts payable are set out in regulations 44 to 47.

Section 44Adult dependants' grant

(1) An eligible student qualifies for an adult dependants' grant in connection with the student's attendance on a designated course in accordance with this regulation.

(2) The adult dependants' grant is available in respect of one dependant of an eligible student who is either—

(a) the eligible student's partner; or

(b) an adult dependant whose net income for the relevant year does not exceed £3,796.

(3) The amount of adult dependants' grant payable in respect of an academic year is calculated in accordance with regulation 47, the basic amount being—

(a) £3,545 ; or

(b) where the person in respect of whom the eligible student is applying for adult dependants' grant is ordinarily resident outside the United Kingdom, such amount not exceeding £3,438 as the Secretary of State considers reasonable in the circumstances.

Section 45Childcare grant

(1) An eligible student (“A”) qualifies for a childcare grant in connection with A's attendance on a designated course in accordance with this regulation.

(2) Subject to paragraphs (3) , (3B) and (4), the childcare grant is available in respect of an academic year in which A incurs prescribed childcare charges for—

(a) a dependent child who is under the age of 15 immediately before the beginning of the academic year; or

(b) a dependent child who has special educational needs within the meaning of section 20 of the Children and Families Act 2014 and is under the age of 17 immediately before the beginning of the academic year.

(3) A does not qualify for a childcare grant if ... —

(a) A or A’s partner has elected to receive the childcare element of the working tax credit under Part 1 of the Tax Credits Act 2002; ...

(b) A or A’s partner is entitled to an award of universal credit the calculation of which includes an amount under regulation 31 of the Universal Credit Regulations 2013 (childcare costs element) ...

(c) A’s partner has elected to receive financial support for childcare under a healthcare bursary or Scottish healthcare allowance ; or

(d) A’s partner is eligible for a healthcare tuition payment and has elected to receive financial support for childcare under section 63 of the Health Services and Public Health Act 1968.

(3A) In this regulation, the terms “entitlement period” and “valid declaration of eligibility” have the same meanings as they have for the purposes of the Childcare Payments Act 2014 and regulations made thereunder.

(3B) A does not qualify for a childcare grant during any entitlement period for which A or A’s partner has made a valid declaration of eligibility under the Childcare Payments Act 2014 in relation to any child.

(4) A does not qualify for a childcare grant if the prescribed childcare charges that A incurs for A's child are paid or to be paid by A to A's partner.

(5) Subject to paragraphs (6) and (8) , the basic amount of childcare grant for each week is—

(a) for one dependent child, 85 per cent. of the prescribed childcare charges, subject to a maximum amount of £199.62 per week; or

(b) for two or more dependent children, 85 per cent. of the prescribed childcare charges, subject to a maximum amount of £342.24 per week

except that A does not qualify for any such grant in respect of each week falling within the period between the end of the course and the end of the academic year in which the course ends.

(6) For the purposes of calculating the basic amount of childcare grant—

(a) a week runs from Monday to Sunday; and

(b) where a week in respect of which prescribed childcare charges are incurred falls partly within and partly outside the academic year in respect of which childcare grant is payable under this regulation, the maximum weekly amount of grant is calculated by multiplying the relevant maximum weekly amount in paragraph (5) by the number of days of that week falling within the academic year and dividing the product by seven.

(7) In this regulation “ prescribed childcare charges ” means childcare charges of a description prescribed for the purposes of section 12 of the Tax Credits Act 2002 .

(8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(9) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(10) Subject to paragraph ... (11), a childcare grant is payable in respect of the four quarters of the academic year.

(11) Where a protected category event which results in a student becoming an eligible student occurs—

(a) in the course of the first academic year of a course; and

(b) on or before the course start date,

the student may qualify for a childcare grant in respect of the four quarters of that academic year.

(11A) Where—

(a) a course designation event which results in student’s course becoming a designated course occurs in the course of an academic year; or

(b) an in-year qualifying event (other than a settled status event) which results in a student becoming an eligible student occurs in the course of an academic year,

the student may qualify for a childcare grant in respect of such quarters of the academic year as begin after the event in question occurs.

(12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 46Parents' learning allowance

(1) An eligible student (“A”) qualifies in connection with A's attendance on a designated course for the parents' learning allowance if A has one or more dependants who are dependent children.

(2) The amount of parents' learning allowance payable in respect of an academic year is calculated in accordance with regulation 47, the basic amount being £2,024 .

Section 47Calculations

(1) The amount of adult dependants’ grant payable in respect of an academic year beginning on or after 1st August 2019 is calculated in accordance with paragraphs (1A), (1AA), (1B), (1C) and (4).

(1A) Subject to paragraph (1C), the amount of adult dependants’ grant payable , where the residual income of any adult dependants and the eligible student’s partner and the net income of any dependent child or children, taken together for the prior financial year, exceeds £8,746, is an amount equal to—

Where—

A is the basic amount mentioned in regulation 44(3);

B is the residual income of any adult dependants and the eligible student’s partner for the prior financial year;

C is the net income of any dependent child or children for the prior financial year; and

D is £8,746.

(1AA) Where the residual income of any adult dependants and the eligible student’s partner and the net income of any dependent child or children, taken together for the prior financial year, does not exceed £8,746, the amount of adult dependant’s grant payable is the basic amount mentioned in paragraph (3) of regulation 44.

(1B) Where the residual income of any adult dependants and the eligible student’s partner and the net income of any dependent child or children , taken together for the prior financial year, exceeds £15,835.98 , the amount of adult dependants’ grant payable is nil.

(1C) The basic amount of adult dependants’ grant mentioned in paragraph (3) of regulation 44 is payable instead of the amount payable under paragraph (1A) to an eligible student—

(a) who was in receipt of adult dependants’ grant and parents’ learning allowance in respect of an academic year of a course beginning on or after 1st August 2018 but before 1st August 2019;

(b) who is undertaking—

(i) a subsequent year of the same course in an academic year beginning on or after 1st August 2019 without their participation in that course having been withdrawn or suspended; or

(ii) a year of a course in an academic year beginning on or after 1st August 2019, without their participation in that course having been withdrawn or suspended, having transferred from the course mentioned in sub-paragraph (a);

(c) who qualifies for and who is entitled to receive parents’ learning allowance in respect of an academic year mentioned in sub-paragraph (b);

(d) in respect of whom the amount of adult dependants’ grant payable under paragraph (1A) after the application of any contribution calculated under Part 8 would, other than by virtue of an increase in the residual income of any adult dependants and the eligible student’s partner and the net income of any dependent child or children, be lower than the amount of adult dependants’ grant received in the academic year mentioned in sub-paragraph (a); and

(e) in respect of whom the residual income of any adult dependants and the eligible student’s partner and the net income of any dependent child or children is at least £8,746 but does not exceed £12,776.

(2) Subject to paragraph (5B), the amount of childcare grant payable in respect of an academic year beginning on or after 1st August 2019 is calculated in accordance with paragraph (2A), (2AA), (2C) and (5) where the eligible student has one dependent child only, and in accordance with paragraph (2B), (2BA), (2C) and (5) where the eligible student has two or more dependent children.

(2A) The amount of childcare grant payable , where the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child, taken together for the prior financial year, exceeds £9,727, is an amount equal to—

Where—

A is the basic amount mentioned in paragraph (5)(a) of regulation 45 multiplied by 52;

B is the residual income of any adult dependants and the eligible student’s partner for the prior financial year;

C is the net income of the dependent child for the prior financial year;

D is £9,727; ...

E is the number of days in respect of which the eligible student applies and qualifies for childcare grant, up to a maximum of 365 days or, where the academic year includes 29th February, up to a maximum of 366 days; and

F is 365 days or, where the academic year includes 29th February, 366 days.

(2AA) Where the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child, taken together for the prior financial year, does not exceed £9,727, the amount of childcare grant payable is an amount equal to—

Where—

A is the basic amount mentioned in paragraph (5)(a) of regulation 45 multiplied by 52; ...

B is the number of days in respect of which the eligible student applies and qualifies for childcare grant, up to a maximum of 365 days or, where the academic year includes 29th February, up to a maximum of 366 days; and

C is 365 days or, where the academic year includes 29th February, 366 days.

(2B) The amount of childcare grant payable , where the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent children, taken together for the prior financial year, exceeds £11,118, is an amount equal to—

Where—

A is the basic amount mentioned in paragraph (5)(b) of regulation 45 multiplied by 52;

B is the residual income of any adult dependants and the eligible student’s partner for the prior financial year;

C is the net income of the dependent children for the prior financial year;

D is £11,118; ...

E is the number of days in respect of which the eligible student applies and qualifies for childcare grant, up to a maximum of 365 days or, where the academic year includes 29th February, up to a maximum of 366 days; and

F is 365 days or, where the academic year includes 29th February, 366 days.

(2BA) Where the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent children, taken together for the prior financial year, does not exceed £11,118, the amount of childcare grant payable is an amount equal to—

Where—

A is the basic amount mentioned in paragraph (5)(b) of regulation 45 multiplied by 52 ; ...

B is the number of days in respect of which the eligible student applies and qualifies for childcare grant, up to a maximum of 365 days or, where the academic year includes 29th February, up to a maximum of 366 days; and

C is 365 days or, where the academic year includes 29th February, 366 days.

(2C) Where—

(i) the eligible student has one dependent child only and the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child exceeds £20,107.23 the amount of childcare grant payable is nil;

(ii) the eligible student has two or more dependent children and the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent children exceeds £28,914.47 the amount of childcare grant payable is nil.

(3) The amount of parents’ learning allowance payable in respect of an academic year beginning on or after 1st August 2019 is calculated in accordance with paragraphs (3A), (3AA), (3B) and (3C).

(3A) Subject to paragraph (3C), the amount of parents’ learning allowance payable , where the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child or children, taken together for the prior financial year, exceeds £14,910, is an amount equal to—

Where—

A is the basic amount mentioned in paragraph (2) of regulation 46;

B is the residual income of any adult dependants and the eligible student’s partner for the prior financial year;

C is the net income of the dependent child or children for the prior financial year; and

D is £14,910.

(3AA) Where the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child or children, taken together for the prior financial year, does not exceed £14,910, the amount of parents’ learning allowance payable is the basic amount mentioned in paragraph (2) of regulation 46.

(3B) Where the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child or children , taken together for the prior financial year, exceeds £18,957.98 , the amount of parents’ learning allowance payable is nil.

(3C) The basic amount of parents’ learning allowance mentioned in paragraph (2) of regulation 46 is payable instead of the amount payable under paragraph (3A) to an eligible student—

(a) who was in receipt of parents’ learning allowance in respect of an academic year of a course beginning on or after 1st August 2018 but before 1st August 2019;

(b) who is undertaking—

(i) a subsequent year of the same course in an academic year beginning on or after 1st August 2019 without their participation in that course having been withdrawn or suspended; or

(ii) a year of a course in an academic year beginning on or after 1st August 2019, without their participation in that course having been withdrawn or suspended, having transferred from the course mentioned in sub-paragraph (a);

(c) in respect of whom the total amount of parents’ learning allowance payable under paragraph (3A) after the application of any contribution calculated under Part 8 would, other than by virtue of an increase in the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child or children, be lower than the amount of parents’ learning allowance received under sub-paragraph (a); and

(i) who qualifies for and is entitled to receive adult dependants’ grant and childcare grant under this Part, who has one dependent child only, and in respect of whom the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child is at least £14,910 but does not exceed £23,154;

(ii) who qualifies for and is entitled to receive adult dependants’ grant and childcare grant under this Part, who has two or more dependent children, and in respect of whom the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent children is at least £14,910 but does not exceed £30,609;

(iii) who qualifies for and is entitled to receive childcare grant under this Part, who does not qualify for or is not entitled to receive adult dependants’ grant under this Part, who has one dependent child only, and in respect of whom the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child is at least £14,910 but does not exceed £20,147; or

(iv) who qualifies for and is entitled to receive childcare grant under this Part, who does not qualify for or who is not entitled to receive adult dependants’ grant under this Part, who has two or more dependent children, and in respect of whom the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent children is at least £14,910 but does not exceed £27,062.

(4) The amount of adult dependants' grant calculated under paragraph (1A), (1AA), (1B) and (1C) in respect of an adult dependant is reduced by one half where—

(a) the eligible student's partner—

(i) is an eligible student; or

(ii) holds a statutory award; and

(b) account is taken of that partner's dependants in calculating the amount of support for which that partner qualifies or the payment to which that partner is entitled under the statutory award.

(5) The amount of childcare grant calculated under paragraph (2A), (2AA) and (2C), or (2B), (2BA) and (2C) is reduced by one half where—

(a) the eligible student's partner—

(i) is an eligible student; or

(ii) holds a statutory award; and

(b) account is taken of that partner's dependants in calculating the amount of support for which that partner qualifies or the payment to which that partner is entitled under the statutory award.

(5A) An eligible student may request an amount of childcare grant to be payable which—

(a) where the eligible student has one dependent child only, is less than the amount calculated in accordance with paragraphs (2A), (2AA), (2C) and (5); or

(b) where the eligible student has two or more dependent children, is less than the amount calculated in accordance with (2B), (2BA), (2C) and (5).

(5B) Where an eligible student makes a request under paragraph (5A), the amount of childcare grant payable is the amount requested, provided that the Secretary of State considers the amount requested to be reasonable in the circumstances.

(6) Where the amount of the parents' learning allowance calculated under paragraph (3A) is £0.01 or more but less than £50, the amount of parents' learning allowance payable is £50.

(7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(7A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(7B) Where the Secretary of State is satisfied that the net income of the eligible student’s dependent children in the financial year beginning immediately before the relevant year (“the current financial year”) is likely to be not more than 85 per cent of the sterling value of their net income in the prior financial year the Secretary of State may, for the purpose of enabling the eligible student to attend the course without hardship, ascertain the dependent children’s net income for the current financial year.

(7C) In the event that paragraph (7B) or this paragraph is applied in the previous academic year of the current course and the Secretary of State is satisfied that the net income of the eligible student’s dependent children in the financial year beginning immediately before the relevant year (“the current financial year”) is likely to be not more than 85 per cent of the sterling value of their net income in the previous financial year the Secretary of State may, for the purpose of enabling the eligible student to attend the course without hardship, ascertain the dependent children’s net income for the current financial year.

(7D) In an academic year immediately following one in which the Secretary of State has ascertained the eligible student’s dependent children’s net income for the current financial year under paragraph (7B) and, where applicable, under sub-paragraph (7C) the Secretary of State must ascertain the dependent children’s net income in the preceding financial year.

(8) Paragraphs (9) to (12) apply where, in the course of the academic year, any of the following occurs—

(a) there is a change in the number of the eligible student's dependants;

(b) a person becomes or ceases to be a dependant of the eligible student;

(c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(d) a student becomes eligible for support as a result of —

(i) a course designation event, or

(ii) an in-year qualifying event (other than a settled status event) .

(9) For the purposes of determining ... whether adult dependants' grant or parents' learning allowance is payable, the Secretary of State must determine the following in relation to each relevant quarter by reference to the student's circumstances in the relevant quarter—

(a) how many dependants the eligible student is to be treated as having;

(b) who those dependants are;

(c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(10) The amount of grant for dependants for the academic year is the aggregate of the amounts of adult dependants' grant and parents' learning allowance calculated in respect of each relevant quarter under paragraph (11) and the amount of any childcare grant for the academic year.

(11) The amount of adult dependants' grant and parents' learning allowance in respect of a relevant quarter is one third of what that grant or allowance would be for the academic year if the student's circumstances in the relevant quarter ... applied for the duration of the academic year.

(12) In this regulation, a “ relevant quarter ” means—

(a) in the case of a person referred to in paragraph (8)(d), a quarter which begins after the relevant event occurs other than a quarter during which, in the opinion of the Secretary of State, the longest of any vacation occurs;

(b) otherwise, a quarter other than the one quarter during which, in the opinion of the Secretary of State, the longest of any vacation occurs.

(13) A deduction may be made in accordance with Part 8 from the amount payable in respect of a particular element of the grant for dependants calculated under this Part.

272 sections

Cite this legislation

The Education (Student Support) Regulations 2011 (legislation.gov.uk, OGL v3.0). Retrieved via LawPlayer, https://lawplayer.com/uk/act/uksi-2011-1986

Contains public sector information licensed under the Open Government Licence v3.0.

OGL-3

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